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Vote
Allow users to delete Opportunity records from RE NXT.
We have staff who only work in RE NXT and it is tedious to have to delete opportunities that were added in error, etc.
Created 21 Oct 15:21 by Stacy Cope
0
4
Vote
Open multiple constituents at once
It would be helpful to toggle between multiple constituents. I sometimes work with a small group of people, not in a list, and would like to toggle between their records for information. This functionality exists in the db view. If it's in NXT I c...
Created 23 May 15:51 by Anne Monell
Constituents
0
4
Vote
Fundraising permission. Selection for view Insights.
Viewing Insights is automatic. I want to allow view Dashboards, but not Insights. Add a button under Analysis role, Fundraising tasks, view insights and dashboards, view Insights.
Created 21 May 18:53 by Guest
Security
0
4
Vote
Add custom/preconfigured filter to the Insights page of Report Builder
If you have a lot of custom insights, it's hard to find the preconfigured insights in your system. Would be helpful to include the custom vs preconfigured as one of the ways to filter the overall list. Possible expansion into dashboard builder as ...
Created 21 May 18:06 by Guest
Data analysis
0
1
Vote
Digital Wallet and Fee Coverage Options
It would be helpful to be able to use any of the 3 fee coverage options while also using the digital wallet (Apply Pay, Venmo, Paypal) feature in donation forms.
Created 17 Aug 20:36 by Guest
0
1
Vote
Default to show birthdate in constituent record
For those of us in the health care industry (and with grateful patient programs!), it would be tremendously helpful (and time-saving) to default to "showing" the birthdate in a constituent record. Currently, a user has to click "show" to see it, r...
Created 17 Aug 14:59 by Guest
Constituents
0
3
Vote
Create customizable validation / commitment reports for webview batches
Currently, batches that are approved in the webview appear in the database view, which is where a validation report for the webview batch can be created. However, the fields that automatically appear in this view of the batch do not include all of...
Created 16 Oct 16:31 by Guest
Gifts
1
2
Vote
Default Constituency Code
When a new individual is created, it should allow a default constituency code so that doesn't have to be entered every time for most.
Created 17 Mar 17:19 by Guest
Constituents
0
2
Vote
Add System Record ID
With the new ReceipterPro tool, we are required to input a system record ID into the software. Currently that is not an available Field to Export in the previous Mail tab, or in NXT lists. It would be really useful if it could be added to ease the...
Created 17 Mar 15:36 by Guest
Gifts
0
6
Vote
ability to scroll through gift detail without returning to main page
Each time I want to look through the specifics of a gift, particularly the tribute information associated with it, I have to click on the gift and then click back to the main page and do the same for each gift. It would be great if on the gift de...
Created 14 Jul 13:08 by Guest
Gifts
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