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be able to change appeal id to appeal description in appeal performance analysis report
it would be useful if we could have the option change the appeal id to the appeal description in APA reports, similiarly as to Fund performance analysis0
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Search Contact Name for Organisation
As contact for an organisation may not be a consitutent, just the contact you cannot currently search for their name and have the organisation appear if the name brings up pages of names, the relationship name will not appear at all as you dont ge...0
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Planned Gifts should count in lifetime giving totals
Currently when looking at lifetime giving in NXT there is no way to include planned gifts in that total (according to speaking with reps through chat). Can this be added?0
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Be able to add a consent button to show which donors have given the organization permission to print their name in an annual report
It would be useful because then you can make a couple categories that you can send a merged email to verify that it's still ok with the ones that gave permission previously.0
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Ability to link actions with ability to edit once
I have team members that have requested the ability to link the actions. We are able to add actions to multiple records in NXT, but if there is a need to edit/update the actions(s). The edit has to occur multiple times. Sometimes the edit is vital...0
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BBk-12 'Official Note' function for RE NXT
Would be able to run a list of constituents, send the email from RE NXT, and have a record/content of the email under Actions.0
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In List and Work Center Gifts, allow a search on Last Gift Date
Our MGOs would benefit from seeing who in their portfolio has NOT given a gift yet this Fiscal year. It would be excellent if filter criteria across the platform would allow to filter/search on Last Gift Date.0
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Having a link in Constituents record to open Database record and vise versa
Since we currently use both platforms, it would be nice if when we were in database we could click the name of the person and it opens up their NXT record and vise versa. Instead of looking the name up twice in both search bars. Thank you!0
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Ability to add spouse ID in a gift batch from the Constituent Fields list when spouse has a constituent record
This question is pertaining to Raiser's Edge on the Web. When entering gifts we give the spouse soft credit if they have a record. If the spouse's name doesn't automatically populate on the soft credit tab we have to open the constituent record an...0
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Ability to click on a constituent's email address link and for our individual outlook account to open new email.
It would save time and effort, which would keep us from copying and pasting the constituent's email address into our outgoing mail if we had the capability to click on the email address and for it to automatically be linked to our individual work ...0