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RE NXT Receipt Series and RE7 Receipt Stack
BB recently released Receipt Series in the web views to help canadian charites manage their unique receipting requirements, but the Receipt Series values don't get saved down to the Receipt Stack (or any other location that I can see) in the RE7 d...4
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Include a link to a PDF copy of a gift receipt with Gift receipting in web view
1A - A copy of the email needs to be sent to user's email when pushing receipt emails to donors so we can save on our files and onto the donation file. 1B - Draft emails - You should also be able to send a draft of the receipt to yourself first, t...
2
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Show soft credits on giving timeline
We have payroll deduction donors whose checks come from their employer. The employer gets the hard credit and the donor gets the soft credit. Currently, the timeline for these donors shows no gifts! Same issue for couples where the check only has ...9 Reviewed: Voting Open
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Add the ability to specify the location when adding an event in webview
Location is an important aspect of an event. Today location is viewable on the webview event record if it has been entered in database view. We want our event staff to be able to enter in the event location name and address when adding an event in...
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Reviewed: Voting Open
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Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record
As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View. In DB view you can add Actions with Action Custom Fields tha...0
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Show deceased when comparing multiple possible duplicates
When multiple duplicates are identified, it would be helpful if the "Possible duplicates" window that pops up showed that a constituent is deceased. We have many alumni with their grandfather's names and showing that a possible duplicate is deceas...0
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On the online giving form allow a date range for recurring payments.
We have timeframes to run certain campaigns. It would be helpful, since there is no pledge feature, to have a specific date range a donor can make recurring payments.0
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Data of birth encryption should be lifted for admins undertaking matching activities
The recent Field Encryption changes in Patch 34 for Raiser’s Edge NXT® and Raiser’s Edge® has impacted the ability to use merge tools to match and de-duplicate records. When we have DOB data we need to be able to use it to confirm matches, otherwi...0
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County visible in NXT
You should be able to see county as part of the address block on the contact information tile, and also use county as a filter within lists.2
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Create marketing emails with HTML
It would be great to be able to copy/paste HTML into the email editor for marketing emails. My webmanager would love this feature.1