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Deceased Finder add columns to display
In order to be able to prioritize which records to look at the deceased finder output should have last gift date, total giving , record type (constituent, spouse , contact, event attendee)0
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Add a Folder filter option to "Delete Multiple" query, export, or batch functions in database view
Currently, the Delete Multiple dialog box has limited filtering options, making the Select All checkbox not very helpful. But if you have an entire folder of things to delete and could filter by the folder, it would be much faster using the Select...1
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Not all Actions in Database showing on NXT
If staff person (NXT User) is not the Solicitor for that Constituent, the Action won't show on their Nxt Work Centre page. It will only show in Database. Not helpful if they are primarily working from their mobile phone and wanting to make sure th...1 Already exists
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Attach credit memo copy to credit memo.
We have to "save" the credit memo to either the applied invoice or the vendor record. If no open invoice is available - then we have to wait for an invoice - and if we save it with the Vendor record - we could have multiple documents over time.1
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Send emails to individual relationship records of organizations.
For event invites it would be great to be able to send email invitations to contacts/individual relationship records for an organization.0
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IRA Rollover as Payment Method
Right now, there's not a great way to track IRA Rollover giving in RE/NXT. Given that it's a payment method (and one that is becoming very popular, at that), it would be great to add that to the Pay Method dropdown.0
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Fundraising/Analyze - "Total Past Due" includes gift totals that have been terminated
I just noticed that the output for the "Total past due" list that is generated is including gifts with a status of terminated. I am not sure if on the anylyze screen, that total is excluding them though. The list generated that I exported from the...0
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allowing summary note to keep formatting.
i think it's fine for the summary note to condense paragraphs when it is collapsed, but when the summary note is expanded it should keep the formatting. having a way to break up the note visually is really helpful for our team because they would l...1 Already exists
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Analyze: Overview - Criteria and Filters
In Analyze, I would like to see all areas in Overview updated based on the criteria selected, such as Fund Category (which I would like to see added). Currently, Donor lifecycle and a few others are looking at everything in the system even when I ...0
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Individual Display Name setting should appear consistently throughout NXT
Currently it shows on the actual record and in search but it is most useful in lists or on needs attention cards where you may not know which John Smith you are seeing.0