Provide configurable tolerances for "overdue pledge" and other tags

Seeing a pledge (or recurring gift) as overdue on the day that the payment is scheduled is not particularly helpful. It would be better to have a configuration screen for tags where you could set any related tolerances e.g. being able to set the appearance of the tag to be no earlier than # days after the payment was scheduled.

This change would allow fundraisers to concentrate on items of significance, rather than the "background noise" of slight mis-timings of payments etc.

  • Thom Boivin
  • Aug 23 2021
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    Heather McLean commented
    04 Aug 20:21

    Thank you for your feedback. We've continued to invest in Intelligent Tags for all customers by expanding the standard tag catalog and increasing personalization options. We added new visibility controls, guidance, workflow integration, and action-oriented experiences to help fundraisers identify, prioritize, and act on opportunities.

    For organizations that need to extend Intelligent Tags to support unique fundraising strategies and workflows, we've added Custom Tags as a premium feature, part of Raiser's Edge NXT Complete.

    We're closing this idea at this time. We appreciate the feedback and will continue enhancing the Intelligent Tags experience for all customers.

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