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Tables for Constituent Data
It would be beneficial to have tables for constituent data such as title, job title, profession and industry to make reporting for accurate and efficient.0 Reviewed: Voting Open
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Users - Welath Ratings
Users are set up based on whether they are staff or volunteers and what area(s) of Raiser's Edge they work in. We'd like to be able to block users from viewing Wealth Ratings, Giving and Giving History information.0 Reviewed: Voting Open
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Add an Organization Customizable section on the NXT Home Page
On the NXT Home page include a section each organization can customize for new announcements within their org. Currently only BB NXT announcements appear, which don't always pertain to everyone accessing NXT in an org.0 Reviewed: Voting Open
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The "Stop Assignments" feature in NXT needs to add stop dates on the assignment record
The Stop Assignments feature does not add a stop date to the assignments, so they still appear in lists and exports.0 Reviewed: Voting Open
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Separate revocable planned gifts with its own gift type
The ability to separate revocable (and countable) planned gifts from irrevocable is somewhat difficult within NXT's Campaign dashboard. There exists an option to count planned gifts as Committed revenue, but the option doesn't distinguish between ...0 Reviewed: Voting Open
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Add search for gifts by Check # to NXT
It would be really useful for quick reconciliation work to be able to search for gifts by check number on Raiser's Edge NXT.0 Reviewed: Voting Open
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Import New Users
Add new users to Raisers Edge in bulk to make it easier and faster to add large amounts of users to raisers edge. Import in new users with csv.2 Reviewed: Voting Open
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View portfolio as a dashboard through Reporting
Individual solicitors would get to have quick access to analytics and comparisons.0 Reviewed: Voting Open
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Add Attachments to Gift from Home > Add gift dialog
Would simplify gift entry if you could add attachments when initially creating the gift record when using the Home > Add gift dialog. Right now you have to first create the record then open said record where you then can add attachments. This c...1 Reviewed: Voting Open
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Default format for the phone number field
We would like to set a default format for the phone number, like this: xxx-xxx-xxxx1 Reviewed: Voting Open