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Relationships Scroll Numbers Should Show How Many Total Pages
The scroll numbers at the bottom only show 4 numbers (1-4 or 5-9), but don't show the total amount (1-4 of 20). It would be helpful to see how many pages there are, and to have a button that takes to you the beginning or end so you don't have to c...0
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Ability to view and edit Fiscal Year Starts (field) for Organization records in NXT
Our Corporate Team fundraisers would like to be able to view and edit this field in NXT. This can be recorded in the database view on the Org1 tab. However, this field does appear to be available in NXT.0
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Don't put data in blue that cannot be clicked or drilled-through for more information; it's confusing
At the top of the Giving tile, the topmost stats are in blue. This is confusing because usually blue (and red) are used as color guides to indicate to the user the number/amount can be clicked on for more information/the detail behind the number a...0
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Make "Add as A Constituent" option easier on relationship screen
Currently the process to add a relationship does not provide an "add as constituent" option on the creation screen, rather you have to reopen the relationship and then click add. Please make this checkbox part of the initial creation screen as w...0
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Add deceased column in portfolio view tab
In the portfolio view tab there is a filter for including or excluding deceased prospects, but no column to see which prospects are deceased. It would be great to be able to see who they are so that they can be removed from a portfolio as appropri...0
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Ability to include soft credits in committed and revenue
Specifically committed but not paid - if they are soft credited on a pledge it should list the pledge balance0
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Capture DOB on OLX web form
It would great if DOB was captured via the OLX web form and be saved to the constituent record. At the moment we have to capture it as a gift attribute and manually transfer across the record.0
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when you export the action or portfolio lists why doesn't add all previous notes and details of actions?
Helps when reporting out my progress or outstanding progress in excel form to my SVP who doesn't log onto RE.0
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Link a Primary Foundation/DAF like a Primary Business
It would be great if we could link a primary family foundation or donor advised fund to a donor the same way that we link a primary business. Then, when a user went to review their record, they could clearly see their Primary Business and Primary ...0
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Be able to add a consent button to show which donors have given the organization permission to print their name in an annual report
It would be useful because then you can make a couple categories that you can send a merged email to verify that it's still ok with the ones that gave permission previously.0