What's New
This week, Raiser's Edge NXT released changes for customers as part of waved roll outs. The updates available to you are listed below. If you don't see any updates, don't worry! You'll receive them in a future wave.
Now, you can filter assigned prospects that appear on Your prospects or All assigned prospects to display only prospects in the Low likelihood or Undergiving list.
Now, you can filter assigned prospects that appear on Your prospects or All assigned prospects to display only prospects in the Undergiving list, select the list from the queue filter. For All assigned prospects, you may also filter by Smaller predicted gift.
To help with reconciliation, now payments made by PayPal and Venmo through online registration forms display the PayPal transaction ID on gift records under Comment.
Note: Currently, only those in the US can accept Venmo payments.
To help you better query your data, we addressed multiple requests submitted through the idea bank and improved action lists.
From Lists, Actions and Fundraising, Work, Actions, you can now:
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Use custom fields as columns and filters.
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Use Location, Priority, and System record ID as columns and filters. You can also use Constituent status as a filter.
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Sort lists by multiple columns and select the sort order for each column.
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Include System record ID in exports.
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Further refine list filters with the new All of these values, Any of these values, None of these values, No value, and Any value operators.
Note: This What's New automatically appears after a new release so you know what's what.