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Need Total Giving Years under Summary Information > Gifts
I need to pull a report to integrate with Wealth engine and one of the columns of information they need is Total Years Giving and there doesn't seem to be an easy way to do this. My report is over 30+ years of giving. The Total Number of Gifts and...0
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Auto populate "Online Presence" Type based on URL
We currently have links with the incorrect type applied. To prevent this in future, when users enter a new "Online Presence" URL as "Link", NXT should be able to easily figure out the Type automatically based on whether the Link contains linkedin....0
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Sort Constituent Imported Ratings so that the default can be to view the newest Ratings first.
When viewing a constituent record, the ratings that have been imported into the record are shown with the oldest being viewed first. This doesn't make sense. There should be an option to change the default view to show the most current rating first.0
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Relationship notes should appear on relationship records of both constituents
Currently the notes about a relationship only appear on the record that I was in when I entered the relationship. They don't appear on the relationship record of the constituent with whom the relationship has been identified. The notes should appe...3
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Display Volunteer Job end dates in a constitutent record to quickly see which are expiring or ended
It would be helpful to be able to see the end date on the Volunteer jobs that are displayed on the Volunteer panel in a record. This would help us see which jobs are expiring, and which have already ended (or which don't have an end date at all.)....0
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Warn users who are about to duplicate a relationship that already exists between two records
I just got spanked for adding a relationship between two donors that already existed that I forgot to check for. If there was a pop-up error message that stated "This Relationship already exists between these two records. Are you sure you want to ...1
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Give Queue access to the Tenant File Share FTP Folder
Currently Queue can only save to directories which CANNOT be access via FTP. This means you cannot automate any FTP nightly file moves and must manually move files around folders if you want to use any of RE's data in another system on a regular b...2
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I would like an automatic date stamp on the "In Summary Note" box
I use this section for donor summary notes. By having an automatic date stamp it would be easy to see the last time the information was updated.1
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Duplicate Management NEEDS to merge volunteer data
NXT doesn't display volunteer data, which is a huge problem, but merging records in duplicate management ALSO does not include volunteer data. And this is never disclosed on that webpage. At a minimum, please warn users that volunteer data will NO...0
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Allow Comments to be added when adding Solicit Codes to a Constituent record
It would be very helpful to have the comments field available for use when adding a Solicit Code on a Constituent record. This would allow us to capture the "Why" of the opt out at the solicit code level directly instead of having to add an action...0