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Write-offs: Do not count in gift amount or as $ recieved in transactions
There are a couple other ideas that touch on write off options - think most would be resolved if write off amounts by default were not included in gift totals on gift tab, in amounts received on installment/transaction tab of gift record, etc. Can...0
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Automatically add start date to preferred date when copying preferred address to alternate
When copying the preferred address to an alternate address today's date is added to the end date of the alternate address field, it would also be helpful if today's date was also added to the start date of the preferred address.0
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Enable receipt stack to be added to recurring gifts processed automatically in NXT.
After transitioning to automatic processing for recurring gifts in NXT, I noticed that the gift came in with the receipt stack blank. There currently does not seem to be a way for the receipt stack to be automatically assigned from the master gift...1
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Enable "action status" to be edited in the web view
We currently use the "status" of an action to track progress of an Action record - however, this field is not available to edit within the RE NXT web view (although all of the other Action fields are available to edit). This means our Fundraisers ...1
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Adding Fundraiser in Gift Listings
How can we add the fundraiser to gift listings in NXT? Really important.0
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Create an option so all future batches can use a custom template by default without having to set the "use existing batch" each time
Currently, if you want a batch to use a custom template you have to tell the batch through the Tools option to use a template and you have to do this for every batch. I find the default Raisers Edge batch template to have to many columns. I feel i...5
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link state/county with country
It should be possible to link the State/County values to specific countries - eg Nottinghamshire is only valid if the country is the UK, Co. Meath is only valid if the country is the Republic of Ireland etc.1
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RE7 Query:Date of last Prospect status Change
I want to pull a query showing a development officer's portfolio of constituents and include the current prospect status of each constituent and the date the prospect status took effect. This way when I have meetings with a team of development off...0
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Global change package on gifts
You can update the appeal id on gifts in Global Update, but not the package. This is helpful to do, and not sure why it isn't an option.2
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Last appeal received - need ability to build query on this date
We are currently undergoing a reactivation campaign and part of this process is to be able to have a query export the date a donor last received an appeal eg if an active donor’s last appeal received was in 2007 and they have/havenot donated since...2