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4
Vote
Make Head of Household a filter in Constituent-based insights
It is oftentimes useful to be able to count households that meet a given criteria, not just individuals. An option to pull only Heads of Household into an Insight, like the option in Export, would facilitate this.
Created 09 Sep 12:36 by Ben Brennan
General
1
10
Vote
Make Raiser's Edge available on Zapier so we can integrate with other services
Raiser's Edge is so powerful, but lacks integration with other services to help automate data entry. There are so many other apps out there that are on top of the game when it comes to integrating. So many tasks would be carried out with more effi...
Created 03 Jun 16:29 by Guest
General
2
7
Vote
Screenshots supporting knowledge base articles
it would be indescribably beneficial if explanatory screenshots would be included along with the knowledge base articles. People have different learning styles, and a lot of users could find that visual information is a lot more helpful when und...
Created 03 Dec 15:02 by Guest
General
0
1
Vote
Allow custom batch prefix to be fiscal year rather than calendar year
Adjust Business Rules to allow fiscal year to precede batches rather than only allowing for the calendar year
Created 25 Mar 17:46 by Guest
General
0
9
Vote
Adding Media to a Fund
It would be extremely helpful to attach media to a fund. Currently we have to attach Letters of Agreements to all of the constituent records but if you could attach to the fund they'd all be in one central location rather than jumping from constit...
Created 06 Dec 20:18 by William Tolentino
General
3
Will not implement
9
Vote
Connect RE Matching
When matching constituents in Connect RE, it would be helpful if, in addition to Yes, Nope and Revisit Later, there was also a "Do Not Match/Add" option.
Created 05 Dec 16:53 by Evelyn Johnson
General
0
5
Vote
Activity Tracker/Login Report
NXT needs to have a way to track what changes users make. You can create queries in database based, but nothing in NXT. Doesn't make sense. Please add!!!
Created 20 Jul 19:39 by Guest
General
0
9
Vote
Business Rules-Before Close
In Business Riles you can add a rule, but it only runs before opening a constituent. I would like the ability to run before close. As defined on the business rule "This rule will execute when opening the constituent. You may also optionally execut...
Created 28 Oct 17:16 by Stephanie Baracskay
General
0
4
Vote
Action and Notes tabs on Funds
I would like action and notes tabs available for “Funds”. We want to be able to set reminders to confirm our fund contacts haven’t changed using actions. Notes would also be helpful to have in case there is specific direction for the fund per the ...
Created 08 Jun 21:05 by Ashley Gabbert
General
0
7
Vote
Make Alias Deleter plug-in available for hosted clients
Please make Zeidman Development's Alias Deleter plug-in available for hosted clients. https://www.zeidman.info/alias-deleter/
Created 22 Aug 17:29 by Guest
General
0
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