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Portal: ability to update education and employer information
Allow donors to update education and employer information using the portal.Reviewed: Voting Open
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Ability to export batch validation/control report without opening the batch
Currently, users have to open each batch and click Print>Validation Report/Control Report if they wish to download their batch reports. While this is a simple task to complete for one-off batches, it's cumbersome if you need to download batch r...Reviewed: Voting Open
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Recognition Levels based on Cumulative Giving
The newly released Recognition feature is a good start; however, our levels are based on cumulative giving either within the Calendar Year or Lifetime. The current module only has the ability to set levels for individual gifts; I did not see a way...Reviewed: Voting Open
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Workflow Triggers: Add Membership, Event Registration, etc
There should be so many more ways than just gifts triggering workflows. A free membership or free event registration often has extra work attached because we can't trigger workflows and actions based on these coming in. Example of what should be a...Reviewed: Voting Open
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NXT Forms Consent Options - Include Opt-in *OR* Opt-out, not just a yes/no option
On the new NXT forms, it is quite essential for us to have the option of an 'Opt-in' OR 'Opt-out checkbox. Not just the YES & NO option. Please add this feature as the transition progresses BB!?Reviewed: Voting Open
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Make Cardholder Name a viewable field in web view gift records
The Finance/ Accounting team of our organization requires this when reporting out gift record information from Raiser's Edge. Currently, this is a viewable field in database view but not in web view. We use Data/ Luminate Online and Gifts/ Gift Ba...Reviewed: Voting Open
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Historical Batches
Why can we not see the batches that were/are created in DBV in the unified view? We should be able to open historical batches prior to not having DBV available to us anymore.Reviewed: Voting Open
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More functionality needed with Membership linking in Webview Gift Batch
It's great that we can now link Memberships to gifts when entering via gift batch in webview, but the capability is still limited vs. what we can do in database view. For example - upgrading/downgrading and adding expiration dates. -
Make 'NXT Summary' text field available as column in Constituent Lists
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Changing Subtype in Batch
When trying to add the subtype, it only accepts the first letter to take you to that section of the dropdown. It is a very tedious process to have to go through many subtype that my organization has just to get the correct one. This need to be whe...Reviewed: Voting Open
