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Change the refresh rate on Opportunity/Proposal Staus to real-time
I understand from support chat that changes made in database view trump changes made in web view. So, a user could make a change in database view before another user makes a change in web view, but the record will revert back to the database view ...0
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There needs to be an option to send emails to all email addresses on record not just primary
Currently there are two options when I select a list to send an email to in RE NXT, "email marked primary" and "email". However, they seem to do the same thing. The emails are only going to the primary email address on an account or if one is not ...1
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Marketing Emails through RE NXT - ensure we are capturing ALL Constituents AND their spouses who have an email address, for mass marketing emails
019054132 Case Central # 019054132 - For our Email Distribution lists - Marketing Emails through RE NXT - ADD - ensure we are capturing ALL Constituents with an email address, AND also their spouses, who do not have their own constituent id, but d...2
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Copy Gift receipt templates
It would be useful if the default template could be copied and used as a template when creating additional ereceipt templates. This would save time with information that does not change between templates.1
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Allow Constituent Custom Fields to be Visible in the Participant List (Dietary Requirements + Access Requirements)
We deal with Dietary Requirements and Access Requirements as Custom Fields on a Constituent Record. Obviously you can add Custom Fields to a Participant record itself, but Dietary Requirements rarely change between events, so rather than record ...4 Reviewed: Voting Open
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Custom Fields in Opportunity Lists
In the same vein of wanting to be able to filter on custom fields within proposal, we would also like to be able to choose these as columns on our custom lists so that we could sort by those fields.6
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Optimized Online Donations suggested gift amounts
We have a program that has specific increments for donations. While I LOVE the algorithm setting the increments in most situations, is there also a way to set the donation amounts? Also, the $50K maximum is too low for our organization.1 Reviewed: Voting Open
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Add "No Valid Address" as a filter for Constituent Lists.
Constituent lists can include/exclude "deceased" and "inactive," but to filter out "no valid address," a static query must first be saved in the database view and then used to create the list in NXT. It would be great to have the "no valid address...1
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Add ability to pull a query for all gifts that failed due to a hardreject, credit card issue
When recurring gifts come in through our website, some come in as $0.00 and there's this in the comment section: "HardReject: Please call the number on the back of your card. Your bank requested that we do not honor this card." We would like the a...0 Reviewed: Voting Open
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Don't require year to be included w/ birthdays
This goes for RE7 as well. Sometimes we only know the date, not the year, but we still want to track so we can send birthday cards, etc. Thx!4 Reviewed: Need Further Info