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Action Summary Field - Ability to make field optional/required
In a report we are generating for our board members we are using the summary field as a field to provide context for the action and would like the ability to make this field a required data entry field in RENXT. In the database view we have mad...0
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View registration form selection in NXT record
It would be helpful if we had the ability to view the registration form as it was submitted by the registrant, i.e., which options they chose, if they skipped any non-required lines, etc.0
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Include Action Summary Line when adding an action to Google Calendar
When we add an action to our Google Calendar, it does not include the Summary Line. Our team uses this line for future actions to remind themselves of what they should be doing, and then using the notes section to describe in further detail the ou...0
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Would like to have the ability to restrict selected groups/users who may have access in RE7 to constituents, to not have the same or no constituent access in NXT browser.
We have Azure and all users will login through browser interface. The ability to have only access in database view would restirct batch entry users from seeing gift/giving information on all constituents. The open search on constituents by batch e...0
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Limit the access for users/groups to any applications under the "coin" icon; install reciever, database view, crystal reports, reginional settings ...etc
Would like to restrict or allow some groups/users from access to installing reciever on PC/device for security reasons as well as access to the database view and crystal reports. -
Analyze lists through fundraising tab
If we were able to take a list of a certain group of people and filter our lists through the Fundraising: Analyze tab it would create much more interaction and allow us to watch certain data sets that we have created through lists.0
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Allow any employee with the Gmail add-on to upload emails to copied donor records (even if they aren't the original sender)
As I play around with the Gmail add-on for RE NXT, I notice that as an email recipient, I can't add an email chain to the record of a donor copied on that chain - only the sender can add an email to a donor record. It seems like any employee of my...0
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Change the wording/display for soft credits in NXT to mimic database view
Users find NXT's "John Doe $5,000 recognition for $20,000 one-time gift" confusing. Change the wording to "$5,000 soft credit."0
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Donors by Lifecycle: Make sure it is looking at gift date; not the date the record was added
BUG: Set filter to last 7 days and "acquired" donors showed a donor that gave a gift over 6 months ago (clearly not in the 7 day window). Upon further investigation, a new record was added to the system with the 7 day window and there was a duplic...0
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The lifecycle status insight needs flexibility on how this displays depending on the fundraiser selected
Currently if you are viewing life cycle status and use a fundraiser filter, it will only display the status based on if that fundraiser was assigned on the last gift. This is useless because of DO turnover and the fact that we have voluteers solic...0