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Security Settings for Adding Relationships require adding constituents
Currently, if a user needs to add relationships, they have to have rights to add constituents. This will be a problem once the capability to add records comes to NXT. I want most all of my users to be able to add relationships but I want almost no...2
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Work on a Batch in NXT that was originally created in DB view
As a new RE user, I think having the ability to work on a batch that was originally created in DB view, on NXT would be super helpful. Some users prefer to use one version over the other, and I see if you create a batch in DB view first, it does n...0
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Full incorporation of Fund, Campaign and Appeal attributes into lists and reports
Incorporation of fund, campaign and appeal type & category fields has already been suggested and would be a big help. Please also include attributes as filter options for gift lists and as filter/display options for dashboard insights.0
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Drop down on optimized forms
Please add a drop down to select the fund when making a donation on the optimized forms. It is confusing and difficult for the user to see which fund they are giving to now.0 Reviewed: Voting Open
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Actions/Notes entered should automatically reflect who entered it.
We have been entering actions/notes in RENXT with the assumption that if someone else viewed the action/note, they could see who entered it. Now we found out that it doesn't so I should have been listing my name and not saying "I" met with donor, ...0
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Create Lists based off of Dynamic queries instead of only Static or add more functionality to Lists to do everything Queries can.
There are many options not available in Lists such as multiples of the same filter, building based off information not specific to the type of List (aka constituent filters in a Gift list, etc), and more. If a List is built off a static query, the...0
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Add outgoing marketing emails to "actions" of the recipients.
It is ridiculous to be able to send a marketing email from RENXT but NOT have it then save into Actions to the recipients/constituents. Unreal that these systems are not connected. Disappointed. Anxious to hear when a solution is offered. I hope I...1
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Need to be able to modify Auto-Soft Credit on Relationships in NXT
If you end a spouse or organization relationship in NXT, you are unable to edit the Auto-Soft Credit checkbox, you need to do that in DB View. That has created some problems and should be available for modifying on the NXT side.0
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Need option to include spouse records in a list.
For example, I need a list of board members (or major donors, or high level members) but I also need to make sure their spouses are included as well. I imagine this as a selection much like the option to include soft credits.0
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FUNDRAISING REPORTING = beautiful reports with BAD DATA
I am struggling with reporting. I have made tons of changes to try to use the RENXT canned reports but they STILL do not properly filter data. ACQUISITION : I went through and made sure that spouse records were ALL soft credited to one another...0