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Annual statement where the donor name and address could fit into a windowed envelope
By moving the donor name and address to the above area on the report, we would not have to print envelopes for mailing. We would not have to worry about making sure that we have matched the donor with the correct envelope. This especially comes in...0
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Allow planned gifts to be entered through Batch
We have just purchased the Planned Gift Tracker module and now have upwards of 250 planned gifts to enter into Raiser's Edge. I was hoping to do it through Batch to streamline the process and to eliminate possible errors by clicking the wrong gift...1
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Action List Reporting - Location to be a listed column
When I pull the Action list for my main fundraiser, I would like to be able to see the location of where the meeting is0
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Ability to select Anonymous gift name display options on report format tab
I would love to be able to select the Anonymous gift name display options on the report format tab instead of under Tools where it applies to all reports. There are a number of reports that I want the Anonymous designation to show up and a number ...0
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Enable Outlook Add-In to save emails to Notes or Attachment tiles.
Many times I want to save info about a constituent received via email, but there is no action associated with the info. It would be great to be able to save to Notes.0
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Allow Soft Credit Recipients to be credited for Write Offs if they have a Soft Credit for the Pledge
A soft credit recipient is given credit for the Pledge but it does not take into affect the Write Offs on a pledge. So if you report on Soft Credit Recipients and the Pledge amount, it is incorrect since it does not take away any Write Offs on the...1
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Have a tab or Dashboard for Event Signups in RE NXT Analyse
This would be useful to be able to monitor Event signups from WebView rather than have to go into Database View. It would be beneficial for teams that monitor Event Registrants, and we would be able to drill down into records better through web vi...0
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All I want is to be able to use my own HTML templates. Can you ask if this is possible? Ideally I'd like to be able to go in and create/twea
I want is to be able to use my own HTML templates. Ideally I'd like to be able to go in and create/tweak these on an ad hoc basis but if they need to upload them their end this wouldn't be the end of the world.2
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Preferred Listing for Organizations
It would be helpful if organization records could also have an 'addressee' tab or an area to note a preferred listing so that it's possible to note an alias that can be pulled directly into a Donor Category Report. In other words, some of our foun...0
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Create a note that two constituents have been merged
When using the duplicate management tool many constituents are easily merged, it would be fantastic if an automatic note appeared saying that constituent 123 was merged into constituent 4560