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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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Global changes to batches in NXT
There is no ability in NXT to make global changes to a batch. I would like to have the ability to change acknowledgements to "Do not acknowledge" for our recurring gift batches but there is no way to do this.0
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Ability to Change the Address on a Primary Employer Relationship
In database view, if you link an organization that has a constituent record to an individual as their primary employer, you can change the primary business address on that relationship record. In NXT, if you link the organization's record to the i...0
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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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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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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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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.0
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Add Credit Type to Grid Batches
In the database view, we have a credit type where we can choose Mastercard, Visa, Venmo, Apple Pay, etc. It helps our accounting department to reconcile. -
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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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