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Make all Database Fields Accessible To Queries, Exports, Gift Lists, and Dashboards (Including Insights)
I am encountering problems when creating Dashboards, Gift Lists, and Queries because there fields(s) that I need to filter on / display is not accessible to me (i.e. <Date Added> Gift Field). I have recently started utilizing RENXT Web View ...2 Reviewed: Voting Open
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Ability to Select the Correct Tribute When Multiple Tributes Exist on a Constituent Record When Processing Online Gifts
Allow users to choose the correct tribute when a constituent has multiple tributes (especially during online gift processing) Description: When processing online gifts in Raiser's Edge NXT, the gift can be matched to the correct constituent record...3 Reviewed: Voting Open
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Bring (Non-Constituent) Relationship Record Custom Fields into Web view
Currently in web view, there is no custom field area for non-constituent relationship records. We rely this field (relationship attributes) for some of our processes and having it absent in webview is a problem. We especially use non-constituent c...3
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Add online gift to an existing pledge
If a donor makes a donation online via credit card, I should be able to apply that gift as a payment to an existing pledge. As it stands, I can only apply cash gifts to an existing pledge. This is problematic for us and leave pledge open or we hav...0 Reviewed: Voting Open
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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...32
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Make Giving History Tile more like Database view
Show more than 5 gifts at a time. Allow for customization of fields shown (add gift reference, campaign, appeal, gift type, pledge balance columns, etc). Allow for color coding. The current view is so limiting and adds so much extra time, clicking...0
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Add the ability to leave comments (manual or automatic “signature”) on phone numbers, emails, and other fields in Raiser's Edge NXT.
In Raiser's Edge Database View, you can add comments on phone numbers, emails, and other constituent fields. For example, in Data Management we’ll put “DM-Tony” to show who last updated a record. This helps track changes and makes it clear who edi...21 Reviewed: Voting Open
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Add Advanced Search Functionality in Webview (Similar to Database View)
It would be extremely beneficial to enhance the search functionality in Webview by adding an "Advanced Search" option, similar to what’s available in the Database View. Currently, the Webview search is quite limited and often returns partial or ov...17 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...28 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...