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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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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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CREATE AN OFFBOARDING PROCESS
There is currently NO documentation for Offboarding an Employee out of the System. There is no way to MASS PURGE any of their garbage. And GOD FORBID they build 100+ lists! There needs to be a way for the ADMIN/DBA to control this0
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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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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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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
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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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In RE NXT - for revenue add the ability to choose funds rather than gift type.
By gift type can inflate a person's lifetime giving especially for longtime users because we included non-donation (event registration) on a person's record as a "cash gift". There is no way to globally change all the gifts without deleting. The l...0
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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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Fund Security enhancement
When a new fund is added in Raiser's Edge NXT, it would be nice if the fund would not be viewable by default, for any security groups that have gift security by fund enabled.0