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Default in Lists for constituents without primary phone/email.
I recently learned that when you run a list and a constituent does not have a primary phone/email marked the constituent summary and resulting export may pull in phone numbers/emails that are linked to different constituent records. Without a prim...1
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In the action area, it would be great if Save and Cancel weren’t right beside each other.
In the action area, it would be great if Save and Cancel weren’t right beside each other. I have hit cancel a few times when I meant to hit save.0
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Constituent Code filter in NXT does NOT pull the desired date range
Currently, the Constituent Code filter for NXT Lists pulls lapsed members/old records. Even if a date range is selected such as 07/01/2021 - 06/30/2022, or "this fiscal year" -- it still pulls other constituents who have a Member constituent code,...0
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Integrate event participation categories in NXT to complete Appeal Dashboard
Wouldn't it be great to create an Event Dashboard that segments the gifts to the different event participation descriptors? We would LOVE that :)0
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There should be a role that can assign new users to their needed roles without having keys to the kingdom (sysAdmin access)
A recent audit pointed this out. a sysAdmin or root user type access is too much. we need to be able to delegate to staff member and not necessarily have keys to the kingdom.0
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Please add the abiltiy to import previous scanned and saved documents into RENXT
we currently have a large volume of constituent documents scanned and saved into an external application in tif format. We would like to be able to import these documents into RENXT and eliminate the need for the external app.0
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We need a way for canvassers to be auto-populated when adding actions using Outlook Integration.
All of our email actions added to NXT via the Outlook Integration feature have been added without canvassers. We need a way for canvassers to be populated when adding actions using Outlook so that we don't have to go in an manually add them afterw...0
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Make the whole profile searchable
On salesforce you can search an entire profile through the search field. NXT should be able to do the same. Did you meet someone at a restaurant called Three Squares in Vergennes, VT? You can search "Three Squares" or "Vergennes" and find them. Do...0
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Opportunities Gift Type Field Inclusion in columns and filters
Please make available to ability include the Opportunity "Gift type" field as a column and filter in lists.0
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Add gift batch as a filter in PowerAutomate "list gifts" function
I'm hoping to automate some reporting to our finance department and am hung up since we report based on batch, but batch number is not a filter in the "List gifts" operation in the Blackaud connector in Power Automate. Is it possible to add this f...0