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Bio 2 Constituent Codes - able to sort by Asc and Desc on the Description column
It would really helpful with identifying any duplicate codes added and filter by date so we can see the supporter journey from start to finish1
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Allow user to hit enter in webview when searching a constituent
I waste a lot of time looking up constituents because, out of habit and database view use, I press enter after typing a name. It shouldn't matter if I press enter or not. Please fix this!4
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All the functionality of Database view should be available in NXT webview
Given that we have been told that the intention is to "switch off" Database View at the end of 2024, this is obviously what is needed.32
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Fund notes in web view
The Fund management areas needs the ability to add and edit the notes that are in database view0
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Filters for NXT Lists should include the option of NOT
This will give far more flexibility in being able to exclude certain criteria.46 Reviewed: Voting Open
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Use Custom Salutations in RENXT Email Marketing
I cannot use RENXT Email Marketing until I have the ability to use custom salutations that have been created in the database version. We live in a community that is of mixed generations. Some of our constituents are fine being addressed by their n...0
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Email a single constituent through Actions
I'd really like to be able to email a single constituent and have the text of that email save in their record. As it is now, I can email someone by clicking on their name, and then a new email opens in my Outlook. The action gets noted in the cons...0
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Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record
As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View. In DB view you can add Actions with Action Custom Fields tha...0
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Gift Management needs attention needs to allow searching for Inv and Org types
At times people select that their gift is being made by a company but that it not always the case. The gift is really from an individual. We cannot "find" the person because the Needs Attention area only allows searching for the Org types if that ...0
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Gift adjustment is needed function in NXT
Complete gift adjustment function that exists in db view needs to be available in web view. Need to be able to make adjustments and view adjusted amount, fund, reason and notes.1