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Ability to show/hide soft credits in Portal
My organization uses soft credits liberally to track Board Influence. With soft credits forced to display in Portal, it means the giving history feature is useless to us. We don't want all the gifts that came in from a dinner that a Board member h...0
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Ability to select/hide Fund or Appeal in Portal
Different orgs have different configurations. It would be helpful to choose whether to display the gift FUND or APPEAL to constituents in Portal and to hide the other. -
Add specific dates into workflow conditions
As well as being to state a specific amount of elapsed time before the next action / email to be completed next in a workflow, it would also be useful to be able to specify a date when this is to be completed. This would be helpful when using thes...1 Reviewed: Voting Open
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Add Contact Info to Portal
Enhance the user experience by allowing users to easily access contact information. By providing our org phone number, users can quickly get in touch with us and get their questions answered. While some organizations put their phone number in thei...0
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Manually Add Names with no other criteria in Lists
Right now, there doesn't seem to be a way to create a list of manually added names ONLY. I tried a work around of removing a saved list of all constituents, but every time a new account is added to the database, it is added to the list of manually...1
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Hide inactive entries from dropdowns in reports
When selecting criteria for reports, the entire list of entries is shown, not just active ones. This means if I want to make a report on packages (allowing the fundraisers to select which package they want to look at), the team have to wade throug...0
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Daily Transaction Report - add this to RE NXT
You changed our access to get into Merchant Services, and then removed the Daily Transaction Report. We run that daily, and need the totals and pdf format it quickly and easily provides. Please add this report to RE NXT3
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Add ability to filter by Gift custom fields in Dashboard Builder
Some reports need be filtered by the gift custom fields, and currently there is no way in report builder to create a report based on gift custom fields.1
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Exclude soft credit gifts in workflow
I would like to exclude soft credits from the process in workflow. I don't need an action for both spouses if one makes a gift. It just makes extra work to go in and clean up those actions.4 Reviewed: Need Further Info
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User Settings & Filters
As the Database Administrator, with Supervisor Rights in RE:7, I would like to be able to set other user's User Options and Filters for them. Just like setting up RE:NXT for all our users, which I did by gathering everyone together and spending 20...0 Reviewed: Voting Open