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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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Additional Matching options for Constituent Forms
Currently there are three options for constituent matching with constituent forms, but I think the "middle" category of only reviewing those without a match should be tweaked. While it currently appears to create a new address/phone/email, this ca...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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AddressFinder needs to add "info source: AddressFinder" to previous addresses when marked as historical.
When AddressFinder is marking an old address, there's no infosource that says it came from AddressFinder. That is a very important piece of the puzzle when looking at historical addresses. -
Add ability to reorganize consent channel categories within forms
Please add the ability to reorganize the consent channel categories within individual forms. The constituent forms are at least organized by alpha order, but event form consent channels are presented in the order the categories were added in Setti...Reviewed: Voting Open
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Automatically refresh query used for RE integration to Constant Contact
To integrate RE with Constant Contact, a Constituent query is created to generate the Constituent list that is used daily to send constituent and email address data to Constant Contact. However, because the RE query is static, the RE query is not ...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
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Make Adjustment Reason available as a Column in the CSV Output for the Adjusted Gift Report
Currently, when running the Adjusted Gift Report in Unified View, the only way to see the reason for adjustments is via the downloadable PDF. We are transitioning our Finance Team over to running their month-end reports in Unified View. Their work...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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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
