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Limit options for primary constituent codes
The option to limit primary constituent codes would be helpful. My organization uses them for other important reporting. Also being able to run a report in NXT with constituent codes would be great.0
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Make solicit codes a seperate category when customizing what users can update in the biographical tab under the user security groups
Instead of being a part of the option to edit or not edit biographical information in a record, the solicit code field needs to be considered a separate category. This would allow database administrators to better customize what certain users can ...0
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The ability to add more than one fund for a default set for tribute gifts
Currently, it only allows for a single fund. Users would like to be able to have a default set that will split between more than one fund.1
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Option to globally unlink addresses
It would be great to be able to globally unlink a group of constituents, possibly based on their constituency code.0
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Adding additional constituents to an Action Item (for example if they were present at the meeting or if they too received a mailing.)
When you send a smaller mailing (such as to 20-30 people), you don't always have a query complete with ID numbers. So you currently have to go into each record to add action items to each, which is very time consuming. If there was a way to go int...0
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Auto complete Primary Addressee & Salutation on saving a new constituent record
Even with default values set for Addressee & Salutation, these are not automatically applied on saving a new constituent record. It would reduce supporter set up time to have these required fields auto completed.0
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Add 'notepad author' to columns displayed on a constituent's action tab
On the action screen for a constituent, allow for the notepad author to be a column one can select for display (in addition to notes and notepad description). The way it is now, the user has to open each and every action to get to this information...0
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Use the apostrophe (’) for Class Year formatting instead of the incorrect single straight quotation mark (')
The proper formatting for year abbreviations is to use the apostrophe to shorten the century. Ex: 2010 = ’10. Raiser's Edge uses the incorrect single quotation mark to abbreviate class years. I've researched the proper format and every resource I...1
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Add unlimited documents to Media Tab without record crashing
As we try to move to less paper we are attaching more documents to our records, especially our Foundations. If the media tab has too many documents the record crashes.1 Will not implement
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Link directly to constituent record from Campaign, Fund or Appeal Summation List
When working from the sidebar navigation bar- Campaign, Fund or Appeal. Create an assess link to connect directly the Constituent record when viewing the gift in the Summation of a Fund, Campaign, or Appeal.0