-
Make it possible to unapply a gift to the Pledge or Recurring Gift in RE.
When a gift is applied to the pledge or recurring gift in error, we should be able to unapply the gift to the pledge or recurring gift without having to make adjustment or deleting the gift.0
-
Refresh Constituent Lists
This is a resurrection of the "Refresh Button on ALL List Types" idea which has been marked as "Will not implement". We are using lists for staff to go through and amend / tweak records - this is especially useful for tagging people to invite to e...6
-
Add "Notify" filter for Actions
In the database view, we set up actions using Action Tracks and "notify" various staff of these actions. Actions are only visible in webview if the staff is "assigned to" the action as a solicitor. Can you add "Notify"as one of the filters in we...0
-
Database View Constituent Export Active Opportunities Only
The ability to export only active opportunities, as well as opportunities of a specific 'Purpose" should be added to constituent exports.1
-
Allow action priority to be edited on completed actions
We have started using the high/low priority buttons to distinguish meaningful contacts with constituents. We have learned that our fundraisers can't go back and edit the priority on an action they have marked complete. They have to uncheck the com...1
-
RENXT WebView gift entry
When a gift is made from a form created in RENXT WebView there are many issues that arise: 1.) Unable to pull a report without first approving the batch: It would be ideal to export and review the gifts prior to approving and adjusting them in the...1
-
Make search for a Fund as easy as search for a Constituent in web view
We have hundreds of Donor Designated (Endowed) funds. It is so easy in Database View to go to Records/Funds and search by fund name but there is no equivalent in web view. You have to back into a fund with many clicks, from a donor who made a gift...0
-
Add filters in the AI Acknowledgements so we can filter by fundraisers
No description provided1
-
RENXT Donation Form - Option to Streamline Org and Constituent Address Fields
When creating an RENXT donation form, and including the option for the user to give on behalf of an organization, there is currently no way to avoid the user having to fill out two address fields (one for the organization, one for the constituent)...0 Reviewed: Voting Open
-
We would like to see education attribute on the education record on RE NXT. We house a lot of valuable data there, including Greek affiliation and athletic team participation.
Currently, we are not able to view education attributes on RE NXT. We would like to be able to view them and eventually filter off of them in RE NXT.1