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Option to disable "New Constituent" when adding guests
Right now it seems that every user with add/edit access to event participants is able to add new records, even if their role in the database view does not allow them to create new constituents. I would love to disable the ability to create new rec...1
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Allow for Email Authentication for MFA
Many of us cannot use personal cellphones at work, do not have company cellphones or do not have phones that enable texting at work. It is only fair to allow email authentication (which is widely used in the rest of the world) as part of the two s...0
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Ability to filter Portfolio by fundraiser type
Currently I have trouble with identifying portfolios for fundraisers with the current setting being any active solicitor record on RE Classic. It would be better to allowed in the control panel as a Data Manager to be able to set the solicitor typ...2 Planned
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A way to "view as" a security setting/role so that admins can see exactly what that role would see.
This would avoid the guess-and-check of trying to get a user's permissions correct, or asking them to log in for you so that you can verify that everything looks correct for that user.1
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Add the ability to change the name of a field to reflect the terminology already used internally
In Database View we are able to change field names so that they fit the terminology used internally or so that an unused field can be used for something more relatable. Example is that Oxbridge use Matriculation Year instead of Class of. This woul...0
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Audit Trail or Useage Gauge
I'd like to be able to see how much work (preferably by User and including types of Records and Dates...Time and Location/Device would be awesome) is being done in NXT. Ideally some sort of audit trail to see who did what, when. But even just "Use...2
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Add ability to inactivate Address Types
This was a capability in database view and has been lost in webview. It would be great to remove options from the drop down menu so that fundraisers don't choose types that we no longer want to use.0
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add "select all" checkbox to tribute "add acknowledgee" menu
when adding a tribute, and you select the menu to add an acknowledgee, it would help to have a "select all" checkbox, so that you can select all relations listed for the constituent.0
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Add column for "uses" in webview tables
In webview, when you access tables it is great that you can see the list of ids for where the entry is in use, but what would be really awesome is if that was a column value so when doing cleanup you could sort by the lowest uses and knock those o...0
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Provide an audit trail for each team members' login history and changes made.
We are in the midst of rolling out the webview to existing and new staff. We need to know who has actually logged in. Plus, we want to give the team the ability to make changes and updates but are concerned about incorrect data entry - it would be...2