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Create "This is not a gift" checkbox on gift record
We also track class registrations and other non-donation payments in Raiser's Edge and need to easily be able to distinguish between those payments and actual gifts. Adding a check box to the gift record to distinguish between gifts and non-donati...2
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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...2
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E-receipt Improvements Needed
I am new to using receipts and right off the bat I'm noticing several things that could use improvement. The ability to change the "from" name in the email The ability to change the name of the PDF HTML emails and the ability to change fonts, ad...1
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Need the ability to add instructions to fields in Online Express
When requesting attendees first and last name, the form offers a check box to copy from the billing information. We would like to put a small amount of verbiage to remind them to use the actual names. I do not see any way to add any verbiage to fi...1
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Add Constituent ID to the available columns to view on Relationships tab
I would LOVE to see Constituent ID as a column that I could view on the Relationships tab. I know that Import ID is available, but that doesn't help me - I really need Constituent ID! Pretty please.....0
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Add the ability to see the total of all donations in lists in NXT
Instead of having to download donation lists to excel to see a total there just be a way to see the total at the top. ETAP has this feature. Why Can't NXT?0
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Default living spouse to Head of Household when marking other spouse deceased
This only applies when the living spouse is a non-constituent and Config > Business rules are marked to create a new record for the non-constituent spouse. When marking the Bio1 spouse as deceased and the record creates, the living spouse shoul...0
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receipts
Allow Consolidated Receipts to show a detail of the gifts included in the consolidated amount. We put on over 100 events a year and many of our attendees have requested a consolidated receipt with detail listing includeing event name and participa...3
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Expand Solicit Code & Consent Security
Having solicit code and consent security changed to the view, edit, or delete checkbox option would be so much better. The all or nothing option is a little hard to manage.0
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Link addresses through import
I am attempting to link the preferred address between a student constituent record and the parent constituent record. In Import, I can link relationships, but I cannot link addresses between relationships via import. Please create the capability ...0