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Gift ID Field as option in General Ledger
The only way to track unique gifts is through the Gift ID. The absence of this field in the General Ledger makes it extremely difficult to reconcile gift activity with the Finance Dept.0
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Assign more than one prospect to an opportunity - eg a couple
When using the opportunities functionality, it would be useful to treat the opportunity as the focal point and link relevant prospects to it. For example, a husband and wife are logged against a given opportunity so when you open Mr Smith's record...0
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Automatically apply packages on a record when correct appeal code is applied.
If the package is on a constituent record, and a gift comes in with the overall appeal code, it would save our team time and create a more accurate reporting function if it automatically applied that package. With a small team, it can be hard for ...0
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Add ability to split gift to soft credit donors
We are currently running into an issue where we have group gifts that were converted to Raiser's Edge. For instance, an Organization is getting legal credit and 3 individuals are getting soft credit. We count soft credit donors in our reporting , ...0
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Add Appeal Package Info to NXT Appeal Report
Please add package as a report filter in NXT Appeal Reports. There is only the ability to see the overall goal and recipients in the packages tile in an appeal record in RE NXT, please add the ability to see the total Amount of Gifts and # of gift...0
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Automated Pledge Reminders
Add the ability to automate donor pledge reminders/invoices in Raiser's Edge and/or NXT. Ideally, we could automatically send reminders to donors; if that is not possible, add an NXT feature that will show past-due pledge payments on a dashboard.0
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Apply cash gift to a different constituent's recurring gift
It would be useful if we could apply a gift on one constituent's record to a recurring gift on a different constituent's record in the same way that you can with pledges. This is especially useful for when a supporter makes an open ended commitmen...0
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Allow users to set default to always have box checked for “Use adjustment GL post date for the reversal GL post date”.
If an organization standard is to check that box there isn’t a way to have the box checked by default0
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Sorting Dates on Gift Tab
This is to report an issue (minor but annoying). I don't know who to contact. Before the last update, when you went to the gift tab and sorted the gifts on a record (I sort descending by gift date) the sort criteria would be retained after you clo...0
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Changing gift types
It would be very helpful and less time consuming if you could change gift types from other to cash by the global change feature0