What's Upcoming in Raiser's Edge NXT

Unassigned Constituents list. The relationships your organization's fundraisers have with constituents contributes largely to the success of your mission (and drives a lot of the power in Raiser's Edge NXT!). To help you easily identify active constituents who aren't currently assigned to a fundraiser, you'll soon be able to refer to an automatically generated Unassigned constituents list. From this list, you'll be able to quickly consider criteria such as address, giving, and wealth ratings to determine who should handle each relationship and make those assignments — either one-off or multiple-at-once — from one central location.

Alerts. To give reminders or special instructions to someone about a constituent's record, you'll be able set alerts to appear in the profile information. For example, you can set an alert as a reminder to not update the record without first letting the assigned fundraiser know or with instructions to handle a high-priority donor with care. When you set an alert, you'll be able to choose whether it appears automatically whenever someone opens the record.

Proposal custom fields. With Prospect Research Management, you use proposals to track and plan efforts to cultivate a constituent relationship and major gift opportunity. In a future release, you'll be able to add and manage custom fields to save specialized information not already tracked on a proposal's record — such as for internal tracking — directly through the web interface.

These are just a sample of the new features and enhancements coming soon to Raiser's Edge NXT! Stay tuned!

For more details about what's upcoming for Raiser's Edge NXT, check out the Roadmap Session scheduled for May 20.