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Need to be able to modify Auto-Soft Credit on Relationships in NXT
If you end a spouse or organization relationship in NXT, you are unable to edit the Auto-Soft Credit checkbox, you need to do that in DB View. That has created some problems and should be available for modifying on the NXT side.0
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FUNDRAISING REPORTING = beautiful reports with BAD DATA
I am struggling with reporting. I have made tons of changes to try to use the RENXT canned reports but they STILL do not properly filter data. ACQUISITION : I went through and made sure that spouse records were ALL soft credited to one another...0
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Bring back the ability to right click> Open in new tab on records
It has been mentioned numerous times that the Open in new tab function was very useful for customers and users. With the new updates that have rolled out, this functionality has been removed, and now there is no way to have multiple records open a...6
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Using education attributes in filters in RE NXT
I would like to be able to use education attributes in the filters when creating lists in RE NXT. We store valuable data in those attributes, and our uses would like to be able to filter on them.1
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Filtering for records with Attachments in web view
Currently there's no way of filtering for records with Attachments in the web view like you can for Media in the database view.2
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We need to have access to RE7 user defined rules in NXT web view not just RE7
User defined rules are applied to constituents, actions or gifts based on RE7 queries. These rules then appear as alerts in RE7 when a user opens a constituent, gift or action. No equivalent rule however appears on the Constituent when they are op...0
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Configure Committed to allow selection of Pledge balance, instead of Pledge Amount
Thanks for the great work on SKY Reporting! Something to consider: In RE there is a bit more configuration options on summarizing amounts "Committed". We have calculated our totals by adding: all cash gifts and payments pledge BALANCE write-offs ...5
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Drop down on optimized forms
Please add a drop down to select the fund when making a donation on the optimized forms. It is confusing and difficult for the user to see which fund they are giving to now.0 Reviewed: Voting Open
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Allow direct deposit to be moved up on RE NXT Optimized donation form
We would like to encourage our recurring donors to choose direct deposit over credit card for recurring gifts. We would like to move this option up above credit card on form or otherwise indicate that it is the preferred payment option.1 Reviewed: Voting Open
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Add "Projected" or "Pledged" measure column to RENXT Event summary
We can link pledges to events as "other donations" in database view but nowhere is that visible in RENXT Events. Actual versus Projected revenue for an event is valuable information present in database view, and our RENXT users need to be able to ...0