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Need a TAG to mark a primary record for stewardship when a donor have multiple records
It's challenging for an assigned solicitor to stay on top of their portfolio especially when a donor might have multiple records. I'm looking for ways to mark a specific record to be primary for stewardship without having to check their personal r...0
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Ability to for database view to "approve" new constituents added through the webview
We'd like to give our field users the ability to add new constituents through the webview but would prefer if those records were only added if "approved" through the database view. This would give the field users the chance to add the new constitu...0
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Allow automated recurring gift to be rescheduled in RENXT
Currently need to cancel existing gift and enter a new one. This means we have to ask the donor to enter a new recurring gift or to provide us with the CC info. Not consistent with how manually processed gifts are handled.0
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Please add the ability to include more fields when customising Display Names in NXT
At present, when customising the display name or constituents, there is very limited scope to add anything other than basic name, title and the matric year from their primary education record. We have configured RE to store both matric year and st...0
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Add additional branding options.
My organization has a larger amount of brand colors depending on the area of the organization. It would be helpful to have the option to save more than two organization color swatches.0
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Add tee time option for golf outing
It would be very handy to have an option for times. For example, we are offering tee times this year instead of a shotgun start. It would be great if we could put in online express where they could select a time. I think this would be handy for di...0 Reviewed: Voting Open
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Creating either/or requirements for new constituent records
When entering a new constituent we always try to have at least an address or an email, but if the information comes to us through a referral or a newsletter sign up list we do not always get both. As of this time, we don't have either field marked...0
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Filter by Date Last Modified in Lists
It would be great if it would be possible to filter by Date Last Modified or Date Last Changed in constituent and gift lists. This would assist in reviewing user changes and also would help with API integrations that are based on lists.0
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NXT list export filters
It would be really nice to have the option to filter what information is being exported onto the excel spreadsheet when exporting a gift, constituent, or action list.0
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Campaign and Fund Reporting should include related Opportunities
It's currently impossible in RE to understand a campaign's total performance. We can see gifts in one place, related opps in other place (although we can't filter by Fund or Campaign on the Opps dashboard). We can't see how we're going to be doing...0