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Appeal results in constituent record in NXT
If you add a gift and associate it with an appeal in NXT, it does not appear in the Appeal tab on a constituent record and does not show in Database view. The only way for appeals to show in the appeal tab in NXT and Database view is if the gift i...0
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Track CFA goals and progress in web view
I see that you can now add a fundraiser & goal to an appeal, campaign, or fund. This is great for someone in an annual fund role or those tied to only one fund, campaign, or appeal. What we're finding is lacking in this area is the ability to ...7 Planned
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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 Reviewed: Voting Open
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Incorporate the date of each gift within the Appeal, Fund and Campaign
Incorporate the date of each gift within the Appeal, Fund and Campaign. This is an option currently in the Database view when looking at an Appeal, Fund and Campaign. We need to be able to see when someone gave to a specific Appeal or Fund within ...0 Reviewed: Voting Open
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NXT Funds List: Make "Active" option sticky
Every time I open this fund list - say I'm reviewing the entire list fo ensure all have start dates - I have to re-check the box to show only "Active" funds. I think that the point of making something "Inactive" is to remove it from ones workflow....0 Reviewed: Voting Open
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Appeal list in NXY
Please, add an appeal list in NXT0 Reviewed: Voting Open
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Ability to add Fund / Appeal / Campaign and Event records in Webview
to save having to go into Database View just to set these up2 Planned
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List Filters
Allow lists to be filtered by the ID of the Fund, Campaign, and appeals not just the descriptions. The support rep noted that RENXT uses the descriptions of Fund, Campaign, and appeals as the names opposed to using the IDs. Our organizations uses ...0
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Add Fund Categories to RE NXT list filters
No description provided0 Reviewed: Voting Open
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Make Campaign and Appeals required in NXT
Campaign and Appeals can be required in database view, but not in NXT. Please make it required in both.0 Reviewed: Voting Open