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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 Reviewed: Voting Open
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RE7 Admin - Globally Add Records
When will the Admin functionality be available in NXT? I noticed when I globally added an action to a group of constituents the only thing that is recorded in Notes & Action in NXT is General - Email (Assigned to Stephen Covello) 8/1/2019...0 Reviewed: Voting Open
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Add ability to add / edit Primary Employment in NXT
Add ability to add / edit Primary Employment in NXT -
Business Email under Primary business show on NXT
We add the constituent's business email address to their primary business record but it will not show up in NXT. When we add the business email address under the email tab on the Bio 1 screen - it does show up in NXT. It would be nice if the busin...0 Reviewed: Voting Open
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Better filtering / prioritizing custom fields
Right now when you add a custom field in the RE NXT web view it automatically is added to the end of the queue. Clients would like the ability to prioritize how they are shown on the tile, e.g. by newest, oldest, alphabetical by category AND /OR t...0 Reviewed: Voting Open
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YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.1 Reviewed: Voting Open
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Better Management of Parent/Child Addresses for Alumnae Organization
We are an all girls school and I wish we had a function or tag for addresses for head of household like you have with Spouse Records. I have had to develop mailing attributes to accommodate the issue of the children living with the parent. We only...0 Reviewed: Voting Open
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Be able to enter fund/campaign/appeal by code in RE/NXT
Unless I am doing something wrong...when entering a gift in a constituent profile, as I am tabbing along fields,I have to open the "search for appeal" etc rather than being able to add a code.Being able to tab along those fields and enter the code...0 Reviewed: Voting Open
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Automatically uncheck "Include Deceased Constituents" in Queries
The boxes in the Criteria tab of Queries to include deceased constituents, inactive constituents, or constituents without valid addresses should be automatically unchecked with the user's option to include them, rather than the other way around. F...0 Reviewed: Voting Open
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Include Just Giving URL on the Batch review in NXT
We have to change to the appeal depending on fundraising purpose, it would be helpful to be able to see more of the gift detail under edit gift such as the page url so we can change the appeal at approve rather than having to query and global chan...0 Reviewed: Voting Open