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Opportunities: Please add ability to add multiple funds per one opportunity (ask)
To help track opportunities by the prospect, many front line fundraisers would benefit if we could create one opportunity and have multiple funds attached. For example, the ability to ask Donor A for $10,000-- $5,000 for the golf tournament and $5...0
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Visual Donor List of Dashboard Numbers
Within the dashboard there are numbers under the columns. For example, my campaign says under the "No. donors" column that there are 509, therefor I should be able to click the number and a list should open to show me who those donors are. This wo...0
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A dashboard panel that calculates the percentage of total assigned prospects in each Status -- even if they do not have an assigned Proposal yet -- would be a wonderful visual tool for GOs to see what the composition of their portfolio is (a pie chart would be fabulous!).
To supplement a Solicitor Query panel, a table or pie chart that gives the percent in each Status would be of great help to Gift Officers who must maintain a certain portfolio composition (ie. 20% in Qualification, 10% in Stewardship, etc.). The ...0
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Adding GL Post Date to the Annual Statement Report
The "Annual Statement Report" is a standard report provided in Raiser's Edge. The report parameters can be set to pull the data by GL Post Date. Surprisingly, GL Post Date cannot be displayed in the report (The report is set to display only the Gi...0
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Constituent Attributes should be included in insights
In building dashboards, attributes should be insight options0
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Allow self-hosted environments to upgrade from RE7 to RE NXT while remaining self-hosted
Note: this idea only works well if RE NXT can perform well when the client side is being run on a laptop, and the db server is on the other end of a VPN. I'm not sure if RE NXT is capable of performing well in the scenario.0
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NXT Appeal Response
Need a section within NXT Fundraising, Analyze Appeal, that allows for response % percentages. Currently, it only provides data based on giving history and not for any appeals that have no responses or a no thank you response.1
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Display "Created By" & "Created On" for dashboard and let Supervisor have rights to delete shared dashboard
Dashboard should display "Created by" and "Created On" information. And Supervisor should have rights to delete dashboards that are not needed. This is part of database maintenance which falls under DBA's responsibility. For DBA to not have rights...1
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Allow us to freeze SORT in relationship tile so we can have it always in the order we like.
It is really inconvenient & time consuming to have to sort every time . Especially if the relationship we are looking for and always using is never on the first page.0
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Action report run on the closed date
Currently in the Database View and RE NXT the Action Report is run on the closed date. There isn't a report that would show actions that were both created and completed in the date range you set. Each report (even in NXT) bases the date off of the...0