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Create ability to set up irregular recurring gift schedules.
Within college systems a lot of people elect to have paychecks while they are working and not during the summer time. This creates an irregular schedule for recurring gifts that we process payroll deduction gifts for. At this time I don't see how ...0
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Allow for RE NXT view to pull full reports on funds/appeals under the Analyze tab.
It's silly to just show a select few line items of revenue. If you're going to have that sidebar screen to show 10 entries, you might as well make it more useful to show all the revenue items (name, amount, date, etc.) instead of random 10 items. ...0
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Add Enter key Functionality to Constituent Lookup in RENXT Webview - or Visual Feedback
When looking up constituents in RE db , users must hit Enter. When looking up constituents in RE wv, users must NOT hit Enter. There is nothing to tell users not to hit Enter in webview lookup and no indicator that RE is in fact looking up their r...0
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A report on fundraisers with a list of their assigned constitients and their actions
I'd liek to pull a report to discuss with a fundraiser showing all of their assigned constituents and listing actions for that constituent.0
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Changes Made in Database View Should Reflect In Web View Homepage Under the Recently Accessed Tile
I primarily have made Constituent record updates with recently received gifts (via Batch Reports) and have made numerous contact info updates, as well in Database View. When I return to the Web View the Recently accessed tile does not reflect my u...0
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The ability to exclude recent gifts in in portfolio
There is no way to exclude recent gifts in lists, even if including a date range0
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Add the ability to pull ANY field in the datasheet view to Lists
I'm creating a report for my client and rather than having me run the export every time he needs it in datasheet view, if all the fields were an option to add to a list, he could run the report any time through the web view. Example: The education...0
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I want to be able to filter lists on the contact information such as email
Our organization has been utilizing digital campaigns and it would be very nice to access a list based on certain contact information besides just the address. For example I would like to be able to pull a list just based on a constituents email a...0
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Gift notification to recipient business when a recurring gift is generated.
When the generation of recurring gifts is being done by a source other than the recipient, the recipient is unaware of the gift unless a reminder was set up when the original recurring gift information was sent to the recipient0
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Add contact in NXT without selecting a contact type
There does not seem to be a way to add a contact in NXT without selecting a type. There is a checkbox that only appears for contacts added in database view. Please add this for new contacts in webview.0