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To be able to customize the Create Transmission File- Credit Card Report
We would like to be able to have the report customizable to show the donors name. This would be a quick receipt at the event, so we could send out the more formal receipts later.0
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Website link in the footer of the email is optional
This is currently a required field for Org Info in the email options (Display address) which duplicates our Organisation website URL - also a required field. Preference for this to be an optional field instead.0
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Report Builder - Gift Amounts should include a currency symbol
There doesn't appear to be a currency symbol option when a measure is currency. It is not always 100% clear if a graph or chart is displaying an amount or a count. (The decimals when it's currency helps, but the font size is small/unclear enough t...0
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Do not allow support representatives to create cases without a subject
This will help identify the correct support case0
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Organisation records vs individual records
Ability to pull lists and either exclude or include as relevant organsiation/individual records.0
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Remove all references to backing up in KnowledgeBase
Many articles suggest/require that admin back up the database before performing actions. However, your own staff suggest that is not necessary and in fact backing up as an admin is quite difficult. Please remove that suggestion. -
Relationships unclear
When creating relationships with organizations, make it much more clear both in the database and in the import instructions which is the "relationship" and which is the "recipricol." After spending a lot of time with tech support we still got it w... -
Your "Choose a Category" selection below does not include technical support or Citrix type issues.
Your "Choose a Category" selection below in the "Add a New Idea" area does not include technical support, connectivity, or Citrix type issues. -
Support for Citrix via Chrome
Over half of all users on Earth use Chrome as their primary OS. Citrix offers a Chrome receiver at https://www.citrix.com/downloads/citrix-receiver/chrome/receiver-for-chrome-latest.html#ctx-dl-eula Please support Chrome in the RE NXT Database ... -
Ability to report on different currencies
We need to have in the webview reporting dashboards, a filter where we can choose to view gifts in or from different currencies, much in the same manner that you can in reporting within RE 7/database view.0