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Add additional status to duplicate merge - not now
Duplicate merge pulls a lot of possible merges that cannot currently be confirmed. A not now option would allow us to “archive” possible match until new data is added to one of the records. This way we can identify reviewed but unconfirmed which i... -
Add Edit option to three dots menu from Fund search results list.
When we need to edit an existing appeal in web view, we have to search for the appeal, then go into the appeal, and then pick the edit button. For several other things (such as tables) we have the option to select to edit the item directly from th... -
Apply NXT Online Gifts received in Batch towards Manual Pledges recorded in Database View
In Database View, if you click "New Gift", it automatically alerts that an outstanding manual pledge exists and asks if this gift is to be applied towards the pledge balance. In the NXT gift batch, it does not ask about an outstanding manual pledg...Reviewed: Voting Open
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Ensure all fields in Webview are editable before moving query to Webview Only
One of the major uses of queries for folks who manage data is data monitoring and clean-up. Often this is not done through other tools like global change or import. It's done by pulling up a group of records that don't fit your org's entry rules v...Reviewed: Voting Open
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When creating new appeals, funds or campaigns, would like to copy info from old appeals, funds or campaigns.
Please allow us to copy over old campaigns, funds and apeals when creasting new ones. We can't even look at an old one when creating a new one, like we can in DB view. When you have to create dozens of new appeals every year, this makes all the di... -
Allow to view as user with specific permissions / roles
Allow admin to view as user with set specific permissions / roles so that staff can verify that the user has the correct access without having them log in to verify.Reviewed: Voting Open
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Make it possible to delete gifts which were entered incorrectly even if "receipted" was selected.
I had entered a gift type incorrectly, can't change it, can't delete the gift because I had selected that it was receipted. Ridiculous I can't clean this up based on making a mistake with one single category when entering data. The fact you cannot...Reviewed: Voting Open
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Convert Existing Manual Pledges to Automated Pledges in Raiser’s Edge NXT
Add functionality in Raiser’s Edge NXT web view that allows users to convert an existing manually processed pledge, including pledges originally created in Database View, into an automated pledge without recreating the pledge or losing its existin... -
Gift list filters and columns - should have more options
For example: pledge balance is not available in filter. Last payment is not available in columns. it would be great to have more options to choose from. -
In Fundraising Dashboards, allow re-ordering of Reporting tabs across the top
Currently in Fundraising Dashboards, the Reporting tabs are defaulted to start and any new tabs are added to the right. The tabs cannot be re-ordered unless each is manually removed and then re-added. Add the ability to re-order the tabs similar t...
