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Display/make searchable all query results
Curently, there is a limit to the number of results returned in a query. This is useless if you are using a query to validate data from another source (which I do regularly). I should not be forced to download and work in excel to review the full ... -
Add Planned Giving Reports to Webview Production
The Planned Gift reports are not currently planned to be brought over into webview. However, we use them monthly to report to finance what is and isn't realized, what the over-payment is (i.e. expected $5K, estate sent $6K) as well as what the pro... -
Apply insight calculations to corresponding gift lists
Calculations and Filters: Insights perform calculations based on measures, filters, and Revenue Type settings. Gift lists show the full amount of individual gifts without these calculations. Record View: Records in flyouts show the full record w... -
Make all Database Fields Accessible To Queries, Exports, Gift Lists, and Dashboards (Including Insights)
I am encountering problems when creating Dashboards, Gift Lists, and Queries because there fields(s) that I need to filter on / display is not accessible to me (i.e. <Date Added> Gift Field). I have recently started utilizing RENXT Web View ...Reviewed: Voting Open
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Reports Filter Should Sort Fund by ID Not Alpha
In Report Filters in Database View, Funds come up sorted by ID, not alphabetically. We need them to come up that same way in Webview. -
New fields in RE NXT webview should be in Query and Export
For reporting purposes, BB should add all new fields to NXT webview to Query and Exports. Otherwise, the data is pointless for viewing only. -
Enhance Soft Credit Output with Full Constituent Information
The addition of the Soft Credit/Matching Gift Flag to acknowledgement processing has been a game changer, especially for DAF acknowledgements. However, there is still a gap in the information available in the soft-credit output. When the soft-cred... -
Added By column in Giving List
Can we please add "Added By" and "Last Changed By" columns as available options when looking at a donor's giving? For those of us with multiple staff entering gifts, this is incredibly helpful.Reviewed: Voting Open
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Ensure all fields in Webview are editable before moving query to Webview Only
One of the major uses of queries for folks who manage data is data monitoring and clean-up. Often this is not done through other tools like global change or import. It's done by pulling up a group of records that don't fit your org's entry rules v...Reviewed: Voting Open
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Separate Email and Phone Communication Data in Queries, Exports, and Imports
Email is not a type of phone. Creating separate Email and Phone categories in Query, Export, and Import would improve usability and more accurately reflect how organizations communicate with and manage relationships with donors. Currently, email a...
