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Don't Sunset Database View
I understand that NXT should match capabilities of Database view; but database is superior in SO many ways. No database manager wants to work in a web browser- It's SLOWER and subject to SO many problems. Web view adaptations are common amongst CR... -
Add pledge defaults for a batch of pledges
While there have been great advances in gift batch functions, there are still missing components. It apparently does not include all the default options for a batch of pledges. Per email with Anthony Gallo 9/3 defaults for pledge are not yet on th...Reviewed: Voting Open
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Add Planned Giving Reports to Webview Production
The Planned Gift reports are not currently planned to be brought over into webview. However, we use them monthly to report to finance what is and isn't realized, what the over-payment is (i.e. expected $5K, estate sent $6K) as well as what the pro...Reviewed: Voting Open
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Provide an Open-Field, Tab- and Shortcut-Friendly Option for Data Entry in Web View
The database view in Raiser's Edge NXT offers a highly efficient experience for data entry: users can quickly tab through open fields, utilize keyboard shortcuts, and input information with minimal clicks. In contrast, web view is significantly li...Reviewed: Voting Open
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Preserve the Original Date Added for Phone Numbers and Email Addresses
Current issue: The “Date last changed” field for phone numbers and email addresses updates whenever any part of the entry is edited, including the phone type, formatting, or comments. As a result, the date does not reliably indicate when the phone...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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Allow Constituent Summary Notes (RE NXT Summary) as Query/List Output and Export Fields in Web View
Allow Constituent Summary Notes (RE NXT Summary) as Query/List Output and Export Fields in Web View Organizations use the Constituent Summary Note to provide fundraisers with a concise briefing before visits and calls. This field should be availab... -
Added By column in Giving List
Can we please add "Added By" and "Last Changed By" columns as available options when looking at a donor's giving? For those of us with multiple staff entering gifts, this is incredibly helpful.Reviewed: Voting Open
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Edit Gift Amount in NXT when gift had Paypal as Payment Method
Hi There! You guys need to make sure that all types of gifts processed into NXT can be edited. We recently had someone cancel a registration that came through a NXT form where the payment method was Paypal and there was no way to adjust the gift t...Reviewed: Voting Open
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Use arrow keys to move around batch grid
You can’t currently move up and down in the batch grid using the arrow keys, you have to click with the mouse, which makes data entry tasks take much longer.Reviewed: Voting Open
