-
Auto-Save feature for long notes in progress
Sometimes our gift officers are writing long notes/contact reports and either because they walk away from their desk/on mobile or accidentally click out of a record, the note is lost. An auto-save feature like Microsoft Office has for docs which p...1
-
Use the dropdowns when adding addresses to prevent typos and enforce RE security in NXT
In my case the issue is NZ Suburb and NZ City but I suspect it will also affect City and State and I am sure others are worried about typos in address fields messing up code tables and flowing into reports etc. Even users without permissions to ed...1
-
Enter one action in for both constituents in a couple
It would be great to be able to add one action on a record and have a button or option to click Add Action to Relationship and have a drop down menu for choices of relationship. This way you are not having to copy and paste into several constituen...0
-
Note/Action added by box
We have multiple people working with the same constituents. We need to be able to track who added information to a file. Therefore it would be useful to have boxes in both the notes and actions records where the name of the person entering the rec...1
-
Add Appeal to the Details section of an Opportunity
When using Opportunities in RENXT, it would be great to have Appeal as an option to include under the details section along with Campaigns and Funds0
-
Add a feature to adjust gift between 2 different pledges, or adjust a gift from cash to pay-cash.
There have been multiple occasions in which it would be helpful to have the ability to adjust a gift from one pledge to another. We have many constituents with 2 pledges. It would also be helpful to be able to adjust a cash gift to a pay-cash.0
-
Track updates in a record
We have to track changes in RE to update a patient database. I would like to add a feature to track what changes have been made in a record over a specified period of time.0
-
Configuration of gift types to be included in giving list on constituent record
Many transactions are not gifts (e.g. event registration fees) and it is confusing to users to see a 'gift' in the giving section of the constituent record if the individual is a non-donor. An option in control panel settings to include/exclude gi...0
-
Be able to add a throuple
We have had this come up a few times and there is no good way to track throuples.0
-
marker options for users
It would be useful to be able to set markers to identify users further in the user admin screen with ability to add columns to put a marker on for example department. This will allow admins to understand the type of profile that you would like to ...0