If you’ve ever thought, “there has to be a better way to do this in RE NXT/WV,” you’re not alone.
I’ve compiled 20 RE NXT ideas focused on improving database management, reporting, and everyday efficiency. These address common friction points many of us encounter regularly.
The Idea Bank depends on community engagement. Votes and comments directly impact prioritization, and higher engagement increases visibility for the ideas that matter most.
Take a few minutes to go through the list: ✅ Review ideas 💬 Add a comment 🔗 Share with other users
Thank you!
Feel free to add any and all additional ideas in the comments!
This is such a great list of Idea Bank Ideas, Austen! Even though in the past it's felt like shouting into the dark, we have seen in the last few years that Blackbaud really is paying attention to the Idea Bank and using it to better understand our organization's use cases and needs. If you have the bandwidth, in addition to voting for these ideas, add a comment detailing why this Idea is important to you and your organization. This is how we get the functionality we need! User your voice and let Blackbaud know what to prioritize! Some of my favorite ideas in this list are: Add Advanced Search Functionality; In webview query, adjust how you view one of fields; Open Pledge Payment Record from the Pledge Record, Convert All Search Fields in RENXT to click/hit enter to search instead of auto-search.
This is a good list! Please repost in the Facebook group which (I think) has more active users.
I agree, great list! Some really important features here.
If I could add one: Add GFLink field to Query output
This is a critical field if we're to be able to build reports involving pledge payments and write-offs in tools like PowerBI. Without this field, there's no way to link the gift records for the pledge payments and write-offs to the original pledge.
I was surprised to find I hadn't already voted on all of these. Great list! Now I have.
Endorsed! Great list, thanks, Austen!
Found another great one! @Austen Brown
We also need the Constituent preview tab back in gift batch entry to verify things like head of household, spouse soft-credited, grad year, and contact info in case of updates.
JoAnn Strommen submitted this one:
https://renxt.ideas.aha.io/ideas/RENXT-I-8417
Thanks for adding the link. Also you can click on the name and see the entire record and that helps some. I really miss being able to see their giving from the pull down menu.
Here you go: https://renxt.ideas.aha.io/ideas/RENXT-I-8417
@Elizabeth Johnson
Sorry, the webpage was doing something funny with the link!
You are right, but it is so much slower. Especially on a giving day, when I'm getting a lot of new addresses and spouses submitting gifts through our online platform, I need to be able to fly through that data. Having a way to spot-check without going all the way into the record was invaluable as a time-saver. Plus, it really helped protect against easy mistakes like selecting the wrong record when there are several generations in the same family with the same name. I would be over the moon to get this in NXT.
Thanks @Rachel Kauer I voted :) And I hear you. Anything that saves us time is golden.
Voted on the ones that I had missed, too. Thank you for this great list, @Austen Brown! :)
Austen, thanks for this…something else I've noted, is that there is so much duplication on ideas in the bank, just worded differently. I'm not sure if it helps, but I've added comments with the other idea numbers, hoping that will trigger the idea bank folks to link them together.
Thank you all! Here's another one related to events, if anyone is using that functionality with organization registrations….
Stop creating both an org & constituent | Ideas for Raiser's Edge NXT
Please vote for this one too.
https://renxt.ideas.aha.io/ideas/RENXT-I-8557
Please vote:
https://renxt.ideas.aha.io/ideas/RENXT-I-9795
Pain Point: Actively updating defaults during high-volume gift entry and not being able to see default values while entering new gifts.
During high-volume entry, I would normally group my entries by fund, appeal, etc., to make them easier to process. Making tweaks to a few defaults in the header as I reach each "group" of gift records with commonalities. Being able to edit and view defaults as a header row is simple and easy.
No second-guessing because I can constantly see it - no scrolling back and forth through defaults trying to find and update the 3 fields I need.
Right now, having defaults in a pop-up window is clunky, and it's another slowdown. I am over the moon to have it at all, and am so appreciative, but it's not optimized.
I'm doing quite a bit of going back and forth to double-check myself. I would love to see these live in a header row in NXT Grid-batch.
Hi all, voting is now open on this, please support:
Hi all, please vote for this idea:
RENXT-I-10119
The new recognition feature is a great start to addressing the need most orgs have for donor honor roll, legacy/planned giving, and giving level societies.
But oftentimes that recognition needs to be exported and published somewhere, which means we need access to the addressee/sales fields and anonymity as a column in the export. In its present form, only the "name" column is available, which does not necessarily reflect the name formulas that might need to be exported for publishing that live in Addressee/sals - this would be important to be able to configure.
It would also be helpful to have a way to mark constituents as members, but anonymous members, for the same reason. We need to know, of course, whether they should be recognized and whether they want to be recognized publicly.
It would be helpful to see existing anonymity in columns from constituent records or gifts, or/and have a recognition-specific column that could be toggled for that specific recognition society, which would be excellent, especially if they were a member of multiple. For example, they are publicly recognized in our legacy/planned giving, but do not want their giving level to be publicly recognized.
Membership Auto Renew option to the NXT | Ideas for Raiser's Edge NXT
I'm excited to see the new membership forms in NXT, but we need to be able to use them in conjunction with the recurring gift
Two ideas that I keep thinking of, going to the ideas bank to look for to see if I should add them and then discovering that I already added them are:
Another one close to my heart would be the ability to delete Venmo from payment methods since this is a US only payment method and if I'm not careful when pressing "V" for voucher, I get Venmo instead but I'm resisting adding this as an idea 😂
Even if they allowed you to change the order of the hard coded pay method table to bounce voucher above Venmo that would help
So the funny thing is, Paypal and Venmo are right at the bottom of the list for us so I'm only afflicted by this through my own overenthusiasm for data entry - however it does bother me that it's not alphabetical. I can let Personal Cheque and Business Cheque being table buddies next to each other go because I see that they are in the spot for "Cheque" for the top half of that list but the bottom section of the list gets a bit wonky after "Standing Order."
Here's something that I can't believe didn't exist already. Merging memberships. Right now, membership cleanup is challenging. There needs to be a better way, and the ability to merge memberships after a constituent merge is super important.
Ability to Merge Memberships on a single | Ideas for Raiser's Edge NXT
Oh man. I don't work at a membership org anymore, but the number of hours I spent manually re-creating membership to have one chain of membership instead of two chains of membership on a record was mind boggling. Though, I'd worry about how well a membership merge would respect the membership statuses (renewed, upgrade, downgrade, etc.) especially if an older membership chain was lapsed or dropped. Manual re-creation at least meant I could control how the history looked.
This does not solve this problem, but I believe you can choose which name format shows for name in Recognition. The setting is across Recognition Programs, but you can absolutely change it from name to an addressee/salutation.
@Maya Rosman, it's something so crazy that it doesn't already exist yet. I'm hoping that with some of the changes being made, it can be done. I know the membership module isn't used by everyone, but it's super important for membership organizations.
Right now, things look crazy after duplicate cleanup.
HI all, please through some support in for these two ideas! Thanks!
1) Add "Gift Code" as a column in "Gift Lists"
https://renxt.ideas.aha.io/ideas/RENXT-I-10791
Adding Gift Code as an available column in Gift Lists would make this information immediately visible to users across the organization, eliminating the need to contact gift processing for clarification and improving efficiency for teams that regularly review gift activity through Gift Lists.
While organizations may use Gift Code differently, its purpose is typically to store meaningful source or processing information that supplements standard gift data. Because it is already available as a gift batch field, making it accessible in Gift Lists would provide greater visibility into key gift details, streamline reporting and review processes, and help users understand gifts at a glance without requiring additional research.
For example, at my organization, Gift Code is often used to capture critical information about a gift's source, such as a specific ACH portal, third-party giving platform, workplace giving vendor, or other payment channel. This information provides important context for understanding how a gift was received and is frequently referenced by gift processing, advancement services, and fundraising teams.
2) Add the "Position" and "Notes" fields as viewable on the "Relationships" tile or a "Work with Relationships" link to see these details
https://renxt.ideas.aha.io/ideas/RENXT-I-10793
We need the ability to view the Position and Notes fields directly within relationship records in NXT, and at a minimum, display the Position field on the Relationships tile.
These fields often contain critical context that helps users determine the most appropriate contact to engage. For example, the Position field may identify a person's role within an organization or specify a donor-advised fund (DAF) account name associated with a DAF sponsor relationship.
Notes can provide additional details that help users understand the relationship without having to navigate elsewhere in the database.
Making this information visible within NXT relationships would improve efficiency, reduce the need for additional research, and allow staff to make more informed outreach decisions. Right now, the position and notes field can only be viewed in NXT if you click to edit the specific relationship record. Or we have to switch to Database view to see them.
