-
No ability to add county in database view addresses
We track giving by county for a constiuent giving in our database but I don't see any way to add that to an address in webview. It's important to know for our sales staff. The abilty to add it is in database view.0
-
Add "Move Date" to Address Finder
NCOA updates have a Move Date and an indicator of what type of move it is (Family, Individual, or Organization). These should be added to the records as an Address Attribute, at least. The Move Date could even be substituted for the Start Date (th...0
-
Add multiple solicit codes at once to a single constituent
Our database has a large number of solicit codes. Several of our most common processes involve adding up to 30 solicit codes at once to a single constituent. In database view, this was easy to do. You could move all solicit codes into 'Selected' w...0
-
Automatically populate "preferred name" with first name if it is blank
The way the "receipt amount" automatically populates with the "gift amount," but can be changed if the receipt amount is different—it would be amazing if it worked this way for first name/nickname. It is extra work to complete both fields; however...0
-
Provide a history log showing recent changes to a record and who made them
Currently we can only see when the record was last changed, and by whom - but it does not show what specific changes were made (or at least what section was changed - e.g., contact info, solicitation codes). It would be helpful for staff to see th...3
-
When adding a new Tribute, add the option to mark the tributee as the acknowledgee - RENXT Web View Tribute Tile
Tribute tile recently rolled out for Constituent records in Web View. When adding a new tribute, add the option to mark the tributee as the acknowledgee. Currently, only relationships can be added as acknowledgees, and there is not a way to indica...1
-
Giving History Tile - Add Appeal and/or Campaign Column, not just fund
Who said that the fund was the most important coding of a gift? For my org, fund tells the designation of their gift, but the appeal tells us why they gave, which is more important to our fundraisers. Was it a personal solicitation, direct mail, g...0
-
Ability to designate that spouse gets soft credit in NXT
When I add a new constituent, it is such a pain to have to go to database view to make sure that spouses automatically are soft credited for spouse gifts. It would be so much easier if that was a field we could enter in NXT.0 Planned
-
Customised fields in database view should ALL carry through to webview
RE7/database view allows users to customise fields and in Relationships/Education we amended 'Campus' to 'Current year' to reflect a current pupil's year group. Unfortunately in web view this translates as Campus 7 (?!). Please amend so that all c...0
-
Online Event Registration Fees should not be recorded as gifts.
When analyzing data and report building our donor information is incorrect due to some individuals not giving gifts, but just attending events.3