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Allow us to create import templates
This would allow us to organize import history by template, rather than having them all mixed together in a single list.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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Add multiple packages to an appeal in Donation Forms
No description providedReviewed: 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 add a fundraiser to an event participant record same as in Database View.
The ability to add fundraisers to event participants ensures they are responsible for following up with each invited participant without having to add a follow-up action. It also makes it easy to generate a list of fundraisers attached to event pa... -
UnPost Gifts Additional Options
Be able to select just one gift for unpost. It is time consuming to create query for just one gift Be able to unpost the sale of stock or allow for adjusting the fund for stock gifts even once they are sold. We have to delete the sale of stock t...Reviewed: Voting Open
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Matching event guests to the relationship record of the host
We need NXT to match guests who are already on their Hosts RE Relationship Record to that relationship. For example if someone register's for an event and their guest is their spouse, if their spouse is listed correctly on the hosts relationship t...Reviewed: Voting Open
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"Family/Household Identifier" - would love to be able to easily connect an entire household (father, mother, children) in a query
No description providedReviewed: Voting Open
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Batch Approval Needed in FE NXT Expense Management
The current Expense Management workflow requires each credit card transaction to be submitted and approved individually, which creates unnecessary administrative work. We would like the ability to submit and approve multiple transactions at once d...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
