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When setting up a multi-installment pledge, please provide all of the frequency options that are currently available in Database View. Every year we set up many Faculty/Staff payroll deduction pledges which get paid semi-monthly (which is not the same as every two weeks!), and we often get pledges with semi-annual installments requested. Please make Web View better than DBV, not worse!
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Confirmation before final Batch Approval
Add a confirmation pop-up notification as one more step before Batch Approval goes into effect, similar to the pop-up that appears when deleting batches:Reviewed: Voting Open
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Add demographic options to lists in RE NXT
The columns choices in RE NXT are not very useful, I still need to go to RE database view to make most lists to get the info needed. All demographic information should be column choices at the very least.Planned
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Ability to Globally Delete/Change Consent
We need the ability to globally delete consent records. Currently, if a bulk import incorrectly maps consent, we are stuck with those records forever unless we manually delete them one by one. This is not optimal if we have it entered for over 30k...Reviewed: Voting Open
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Solicitor Performance Analysis Standard Report in NXT
Bring the Solicitor Performance Analysis Report that is currently in the database view over to Standard Reports in NXT. This may be similar to Idea RENXT-I-1890, but it is not tagged Standard Reports.Reviewed: Voting Open
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Add ability to see where a query is used in webview query
In Database view, you can select a query from the list of queries (highlight it) and down below you see everywhere in the system that the query is being used. This is incredibly valuable information - especially for query clean-up. I remember thro...Reviewed: Voting Open
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Import csv or excel file into gift batch
No description providedPlanned
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"Save As" option for batch templates
"Save As" option for batch templates would make it easier and faster to create multiple batches.Reviewed: Voting Open
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Addressee/Sals and Anonymity in Recognition Programs
The new recognition feature is a great start to addressing the need most orgs have for donor honor roll, legacy/planned giving, and giving level societies. But oftentimes that recognition needs to be exported and published somewhere, which means w...Reviewed: Voting Open
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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.Planned
