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Required fields honored in RE NXT
Required fields from Raiser's Edge 7.96 do not sync with RE NXT. This would be helpful across the board, notably with opportunities, solicitor type, contact information.0
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Allow Expense Management to recognize duplicate invoice numbers with vendors
We used ACS in the past and their system was able to warn you if you were entering a duplicate invoice. FENXT does not warn you but allows you to enter and pay an invoice with the same number to the same vendor. There's no flags at all to let you ...0
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Option to assign default action types to security groups without limiting viewing capability of other action types
It would be helpful to be able to assign a list of default action types to security groups or roles so only the action types applicable to them appear when they enter information. These users would still be able to view other action types on the r...0
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Disconnect User should put them in a New Tab of Disconnected Users
Staff member left and I disconnected his NXT User Account. Now, his User Record appears under Needs Invitation. I assume if I delete the User Record from 7, that entire User Record will disappear from both 7 and NXT. But recently I heard that BB r...2
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Showing inactive phone/email without having to click the box
I've noticed when I'm in a gift batch inactive phone/email show in the constituent window, then when I go to the record I have to click the show inactive numbers box. It would be nice not to have to click that; for the numbers/emails to show all t...1
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Change requirements for "edit batch gifts" fields
I keep forgetting to assign gift subtypes to batch gifts and want to make this a required field.0
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Allow multiple roles to be assigned under each RE NXT roles area
The new set of Portal tasks was added to Tools. There are now 5 different sets of tasks in Tools. This makes it increasingly difficult to design roles that "right size" the permissions we would like to grant users. When assigning roles to users, t...0
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Enhanced Security
The security features in NXT could definitely be more robust... while it is wonderful to hide panels by user, we would like to lock/permanently hide certain panels for users. I do not want a volunteer to have access to wealth screening info, for e...1 Already exists
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NXT users should be able to be edited and or deleted
A lot of nonprofit organizations host AmeriCorps members, who change every 11 months. It would be great to have an option that allows the administrators in NXT to edit/change/delete users who have previously signed up. For example, my organization...1
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export option for security groups and users
It would be very useful to have the ability to export users and their security groups for reporting. To also be able to export the permissions in each group, this would save a lot of back and forth between screens while reviewing security.2