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Donors by Lifecycle: Make sure it is looking at gift date; not the date the record was added
BUG: Set filter to last 7 days and "acquired" donors showed a donor that gave a gift over 6 months ago (clearly not in the 7 day window). Upon further investigation, a new record was added to the system with the 7 day window and there was a duplic...0
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In Opportunities Lists please allow for name and purpose to be separate columns so that the lists can be sorted by either of these fields.
No description provided0
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The map feature should allow for you to draw a shape around records and then export to excel for sorting and planning a trip.
No description provided0
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Customize Gift Types under the Gifts Tab in NXT
Allow users to ability to customize gift types under the Gift tab in NXT i.e. pledges are bold, cash gifts are green. This is an option that's available in the database view, but not currently in NXT.0
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Ability to add new constituent in NXT view
Hello, Our development officers wanted to be functioning exclusively in the NXT view, but at this point they cannot add new constituents. I wanted to submit that as an item to vote on for future implementation. Thank you!0
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Voiding Invoice Option instead of Deleting Invoice
Voiding checks for invoices is simple and automatically reverses the transaction but only in the checking and payable accounts. When deleting an approved invoice, it only removes the invoice and does not clear out the distributions that have been ...0
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More than 5 attachments per action
I noticed that it is only possible to enter 5 attachments to an action in RE NXT. For our purposes we often send a donor much more than 5 files, or when we submit a proposal our proposal is made up of a bundle of separate appendices etc. Ideally t...0
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Security: Manage Users Ability To See Other Actions on Analyze Tab
Please create a way (similar to the "change fundraiser" drop-down in workplace) that allows us to limit the view of other team member actions. Right now our users either see the actions tab and can see all of our users or actions or we have to rem...0
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Placeholder when working in Lists
When working in Lists - once you click into a constituent to enter notes or look up a phone number you lose your place in the list. It would be great if the list re-opened where you left it instead of loading at the beginning again.2
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Done button when working in constituent lists
It would be very useful to be able to click a constituent as DONE/COMPLETE when working in a list in NXT. Then we could filter for "Not yet Done/Pending" while working or unfilter to see the whole list. right now there is a lot of extra scrolling ...