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Associate Fund and Campaign when creating a new Appeal
Add the option to associate a Fund and a Campaign with a new Appeal when creating it in RENXT. This option is only available in the database view (under Fund and Campaign tabs).Planned
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View settings for general fields Campaign/Appeal/Package/Constituent
Please create personal view settings for the NXT general fields Campaign/Appeal/Package/Constituent/..., which are combining info of respective fields such as description/(ID)/(Address)/etc. Please offer: options which specific fields/info of fi...Reviewed: Voting Open
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Fund summary and details with filters
apologies if this subject is the same as any others but I couldn't find one to add my vote. We currently use the fund record when reconciling with accounting who use a different system so we are not linked, but we use the same fund ID. When it doe... -
Flyout for Campaigns, Funds, and Appeal when a specific one is clicked
When looking at any one of the campaigns, funds and appeals under the gifts tab section, clicking the desired fund takes you to a "new page" and if you chose the wrong one then you only have the option to go back and restart your search. It would ... -
Appeal record - No Solicited - ADD field
Missing field, we use Appeal record/Number Solicited to note how many constituents received/solicited. All our historical data contains this information for reporting purposes, but is not in web view. -
Quick Deactivate Funds and Appeals in Web View
In NXT web view, one has to click into view the appeal/fund in order to be able to deactivate. Our organization uses dozens of appeals/fund per year, so it would be much quicker to reset for the year if there were a quick deactivate button on the ...Reviewed: Voting Open
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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 viewReviewed: Voting Open
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Globally change gift package
I need to globally add a package code to a group of gifts. Currently, it seems i have to export all those gifts and import the package code back. Can you add the package field to Globally Change Record function?Reviewed: Voting Open
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Account Numbers
Add Account numbers to funds in RE NXT like they so on the database side. Need to be able to pull a report of the gifts that are given with the fund name and the account number for the Business OfficeReviewed: Voting Open
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Ability to exclude largest gift in Campaign/Fund/Appeal analysis tab
Sometime an outlier gift occurs, and it messes up all the charts. Also I get questions like "Robert Hernandez's gift aside, what's the [xyz metric] for the XXX Campaign?" This ability would give me really fast answers!
