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Analyze should include a selection of Gift Types the same as the list function
Our campaigns our based on Accrual rather than revenue received. It would be nice to be able to choose the gift type that I want to analyze the data on, rather than limited to only revenue received. Analyze is a great tool, but I am unable to use ...1
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We need to be able to add columns in the relationship section of RE NXT.
Specifically, we need the listed relationships to also show their class year like is visible in RE. Without it, constituents with the same name (especially multiple generations of men), cannot be differentiated between efficiently without opening ...1
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Solicit Codes - Inactive/Active
It would be nice to have the ability to query a constituent and look for all active solicit codes assigned to that constituent.0
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Replace "Open Record" text in Lists with RE ID
When exporting Lists and creating PDF reports with the List data, it will be more viewer friendly if the RE ID is hyperlinked. I don't want to add column Open Record in my reports.0
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Workflow Emails Automatically Resend when System Maintenance Causes Failure
Due to the timing of when Workflow emails are sent and when maintenance tends to occur, we would like to see workflow emails either be sent later on those days or the system recognize the reason for this failure and automatically try to resend the...0
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Link media from proposal record to main constituent view
In the database view, you can cross link media between the main constituent and a proposal record. In NXT, you must attach the media in both places if you want it to show up. It would be very useful to have a link between the two.4
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Make Receipting Option Available on Pledges in NXT
If there was an option to generate a receipt on the pledge you could use a custom receipt template to send a pledge reminder from NXT. This would allow our solicitors to interact with their assigned contacts regarding the pledge instead of it havi...0
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Fund ID Column Needed in BBMS Report
With the canned report available in BBMS, there is not a Fund ID listed. As a result, it is extremely labor intensive to reconcile credit card gifts to their intended fund. Can you please add a Fund ID column to the canned report?2
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Spouse name in RENXT Web View
When searching for a constituent, it would be helpful if the spouse name could appear in the web view.2
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Add to field "Receipt type" a choice
In RE on Bio 2/Org 2 we use the Receipt Type "Consolidated receipts", not "One receipt per gift", however, when entering a new record, I do not have this choice.0