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Parent corporation relationship record.
Add "check box" option for parent corporation to show as a relationship in organization record like "primary business" relationship is in the individual record. -
Expanding Filter boxes
Can we have the filter pop-up box as an expandable feature? I would like to be able to expand so I can see if I have more than one filter. Exports and Queries -
Globally delete Annotations
Annotations are often entered and easily forgotten to delete. We are moving away from annotations and using the business rule as appropriate. With over 3000 annotations, it would be very nice to globally delete those that are unwanted or no longer... -
Enable users to open backed-up versions of Raiser's Edge
It would be very useful to be able to open a backup version of Raiser's Edge to be able to view/retrieve specific items that may have been deleted in the current version. Right now you have to replace your current version entirely with the backup ... -
Set default gift criteria for exports
When pulling a gift or gift summery field into an export, RE allows you to set the criteria of the gift types to export or summarize. By default it excludes Write Off gifts. User or Supervisor should be able to set a default for the types of gifts... -
RE NetCommunity Plug-In
In the RE NetCommunity Plug-In, for Profile Updates, I'd like to see the feature to Export all transaction details as you can do with Sign-Up requests. -
Dashboards for Executives
Wondering if anyone has a few basic NXT reports/dashboards that they provide their VP/Executive director. We a new VP joining our org and want to get them set up with some standard reports/dashboard -
Make the Gift Summary section of an Individual Profile report customizable
It would be helpful to be able to exclude the "Breakdown" section of the Gift Summary. Sometimes the only information needed is the First/Latest/Greatest. The Breakdown can be confusing and is not always necessary, especially for a simple profile ... -
Allow to exclude an attribute without a description included in a standard report
We use attributes to group our gifts in ways on which we need to report. But the attribute is the grouping tool and by requiring the description field to have data when building the report, it makes that field useless to us. We can't use it to dif... -
Remove the character limit in exporting package names
I was running an export where I wanted to export the package names received by a constituent. When I set it to output Appeal names instead of IDs in User Settings, the package names came out truncated (even though this character limit isn't in pla...
