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Please add "Send Reminders" Option for Pledges in Web View
In database view there is a checkbox on the Gift screen that indicates if reminders are to be sent for pledge payments. It is not obvious if this exists in web view. -
Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.Reviewed: Voting Open
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Add IDs as output for Standard Report details
By default, report detail outputs constituent names. In database view, it is possible to use configuration to output the names with a constituent ID, but both data points appear in the same output column. Also, this option is not available in web ...Reviewed: Voting Open
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Ability to filter NXT lists with options 'is blank' or 'is not blank'
No description providedReviewed: Voting Open
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Stop Auto-Complete/Incremental Search
When searching for funds or campaigns or appeals in NXT, we have to type one character at a time slowing us down to a snail's pace. I believe this is because of something called auto-complete/incremental search to get results in real-time. What is...Reviewed: Voting Open
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Gift List in RE NXT should include the column for Assigned Solicitor
We are finding that running constituent lists does't give us the information needed and then when we run gift lists it doesn't give us the the constituent information needed such as the assigned solicitor which would be a lot better for us. Not gi...Planned
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Add Informal Couple Salutation Merge Field in Communications Emails
Currently, Communications email merge fields do not support an informal couple salutation. Organizations often prefer to address couples in a more personal and donor-friendly manner (for example, "John and Jane" or "Mark & Sarah") rather than ... -
Allow a Soft Credit to be added in Web view after a gift is saved in the system.
I missed adding a soft credit when entering a gift and was not able to add this subsequently. I feel this is a common issue that many might have. So I feel this will be beneficial if the system can allow us to "Edit" the gift after is entered and ...Planned
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RSVP decline for event
When someone declines an event in NXT, they get a confirmation for the event. Offer another email for the decline.Reviewed: Voting Open
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Allow the creation of ONE tax receipt in NXT for recurring gifts at the beginning of tax season
It is important to make the receipting process simple and donor‑friendly, especially for those who give regularly. At present, Raiser’s Edge NXT automatically generates a tax receipt for each recurring gift payment. That’s why, for example, a mont...Reviewed: Voting Open
