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Monthly or Quarterly Fundraising Goals
Currently, our team uses Opportunities/Proposals to track fundraisers to goal (which is our budget). However, there is no way to see goal vs actualized, as we can't cross these data points (Gifts and Opportunities). For example: Our fundraiser i... -
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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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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Apply query to constituent search in webview
Currently in database view, when we search for a constituent we can "search using query" - this is really useful for us particularly when it comes to people with fancy titles like Lord or Commander where we might only know that person's surname as...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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Allow batch column headings to automate entry as gifts are added
It would be great if in NXT batching, we could add the date/fund/gift type/comment etc into the top field and it automatically populates this same info as you add more lines. Example, in DB view I can add the date//subtype/comment in the coloured ...Planned
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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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Show gift tribute information in giving history tile/work with gifts
Tribute information is one of the fields I need visible when I quickly glance at a constituent's giving history. Not being able to do this in Webview is frustrating - I need to click each gift to see if it's in honor or memory of anyone!Reviewed: Voting Open
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Default Username to be populated within the 'Assign to' field of an Action
When any user creates an action, it would be helpful for their name to be prepopulated in the 'Assign to' field of the action. Defaulting to the user who creates the action greatly reduces the opportunity for the field to be blank and their name l... -
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
