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Make all Database Fields Accessible To Queries, Exports, Gift Lists, and Dashboards (Including Insights)
I am encountering problems when creating Dashboards, Gift Lists, and Queries because there fields(s) that I need to filter on / display is not accessible to me (i.e. <Date Added> Gift Field). I have recently started utilizing RENXT Web View ...6 Reviewed: Voting Open
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Make Cardholder Name a viewable field in web view gift records
The Finance/ Accounting team of our organization requires this when reporting out gift record information from Raiser's Edge. Currently, this is a viewable field in database view but not in web view. We use Data/ Luminate Online and Gifts/ Gift Ba...1
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Select Custom Fields to add to columns in Grid View batch
Grid view is helpful, but we need to view custom fields from our website donations and having to click a button to view the custom fields in form view negates a lot of the advantage of grid view. Please allow is to pick specific custom fields from...1
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Default Sets in Web View
It is a time saving feature and also an error free way of entering data when adding new constituents.0
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Gift Constituency in Gift Batch (NXT)
We need a drop down of the constituent codes to be able to change the gift constituency. Gift constituency doesn't always follow the code for the donor (ie. Organization). For us it follows the individual donor (whether hard credit or soft credit).0
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Type in credit card information in grid batch
It is simpler and easier to enter credit card information manually, like we do in Database view, rather than having to plug in our external device to add this information.0
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Security permissions for gift batch templates
We don't want just anyone to be able to save gift batch templates, creating a confusing mess in our database. Please create a permission to be able to save a template.0
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Preferred Address MORE button
When you click on the More button, there are Address Options and Attributes Options. We store information in these areas.0
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Ability to see which user has edited a specific field on a record
I would really like the ability to see which user has edited a specific field on a record. In database view, we can see who was last to edit the whole record but being able to narrow that down to specific fields can help our organization when ther...8
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Please add the ability to see batches already approved in Webview
We can go back and see committed batches in Database view, but in Webview, after approval, they disappear. We need to be able to see batches even after they have been approved.