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Filter by Opportunity Tags in Lists
Please add the capability to filter opportunity lists by media attachment tags.Reviewed: Voting Open
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View registration form selection in NXT record
It would be helpful if we had the ability to view the registration form as it was submitted by the registrant, i.e., which options they chose, if they skipped any non-required lines, etc.Reviewed: Voting Open
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Middle Initial for Spouse for Nonconstituent Spouse
When displaying a record for a constituent with a spouse, the spouse name below their name in top left does not contain an initial. It just displays first and last name making it hard to distinguish between individuals with the same first and last...Reviewed: Voting Open
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Create the same fields in Raisers Edge to record online transaction info that exist for Online Express forms
There are fields in Raisers Edge that contain the name and full URL of the page where donations were made through Online Express donation forms, but the only identifying fields I can find for donations made through an NXT donation form is the NXT ...Reviewed: Voting Open
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I would like to have more options to make a list using constituent information (ie by Last Name or Birthdate)
No description providedReviewed: Voting Open
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It would be great to have "Actions" and "Notes" easily populate two records (i.e two members of a couple)
I have most of my "Actions" and "Notes" in one member of a couple (i.e. the wife), and would hope there can be an easy way to get that information into the other member of the couple's (the husband's) record. Currently, all actions and notes must ...Reviewed: Voting Open
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Donors by Lifecycle: Make sure it is looking at gift date; not the date the record was added
BUG: Set filter to last 7 days and "acquired" donors showed a donor that gave a gift over 6 months ago (clearly not in the 7 day window). Upon further investigation, a new record was added to the system with the 7 day window and there was a duplic...Reviewed: Voting Open
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Add relationship age on quick view in RE NXT.
No description providedReviewed: Voting Open
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Allow the Location Map Filter to be editable in RE NXT constituent lists
Although it's a very useful tool, the map filter in NXT does not allow itself to be edited after submitting the territory drawn. The user is then only able to delete the map filter and select a different location option. I'd like to have the optio...Reviewed: Voting Open
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Auto-Save feature for long notes in progress
Sometimes our gift officers are writing long notes/contact reports and either because they walk away from their desk/on mobile or accidentally click out of a record, the note is lost. An auto-save feature like Microsoft Office has for docs which p...Reviewed: Voting Open