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Ability to change the date order of Action Notes
We need top be able to see the most recent Action Notes at the top of the list of Action Notes within an action. We create multiple action notes within an action, related to the various attempts to complete the particular action. The Action summar...1
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Be able to edit a planned gift note entered in RE in NXT
Currently the gift note cannot be edited in NXT and I have to go back into RE to edit the note.0
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Action Summary Field - Ability to make field optional/required
In a report we are generating for our board members we are using the summary field as a field to provide context for the action and would like the ability to make this field a required data entry field in RENXT. In the database view we have mad...0
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Would like to have the ability to restrict selected groups/users who may have access in RE7 to constituents, to not have the same or no constituent access in NXT browser.
We have Azure and all users will login through browser interface. The ability to have only access in database view would restirct batch entry users from seeing gift/giving information on all constituents. The open search on constituents by batch e...0
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Limit the access for users/groups to any applications under the "coin" icon; install reciever, database view, crystal reports, reginional settings ...etc
Would like to restrict or allow some groups/users from access to installing reciever on PC/device for security reasons as well as access to the database view and crystal reports. -
Analyze lists through fundraising tab
If we were able to take a list of a certain group of people and filter our lists through the Fundraising: Analyze tab it would create much more interaction and allow us to watch certain data sets that we have created through lists.0
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Allow Life time giving of a constituent to include or exclude soft credits.
It might be part of other requests as well, but I wanted to highlight this issue again: for our organization it is critical to be able to exclude soft credits from Lifetime Giving totals as it is technically not the donor's money. We use soft-cred...0
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Allow any employee with the Gmail add-on to upload emails to copied donor records (even if they aren't the original sender)
As I play around with the Gmail add-on for RE NXT, I notice that as an email recipient, I can't add an email chain to the record of a donor copied on that chain - only the sender can add an email to a donor record. It seems like any employee of my...0
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Include Action Summary Line when adding an action to Google Calendar
When we add an action to our Google Calendar, it does not include the Summary Line. Our team uses this line for future actions to remind themselves of what they should be doing, and then using the notes section to describe in further detail the ou...0
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Change the wording/display for soft credits in NXT to mimic database view
Users find NXT's "John Doe $5,000 recognition for $20,000 one-time gift" confusing. Change the wording to "$5,000 soft credit."0