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Allow Event registration OPEN date and time
Just as there is the ability to close a registration on a specific date, there should be the ability to open a registration on a specific date. This would help us better schedule and create events and distribute or post links in advance without ha...Reviewed: Voting Open
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Do not allow batch number to be re-used in web view
Have had deleted batch numbers reused for new batches in RE NXT. Each batch number should be unique and reuse of number not allowed. This can cause all kinds of issues if trying to track gifts by batch #.Reviewed: Voting Open
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Need option to include spouse records in a list.
For example, I need a list of board members (or major donors, or high level members) but I also need to make sure their spouses are included as well. I imagine this as a selection much like the option to include soft credits.Reviewed: Voting Open
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Use of the "or" operator in NXT filters
I would like to be able to filter in a constituent list using the "or" operator in NXT. Right now, it is only the "and" operator by default.Reviewed: Voting Open
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Ability to edit a query when you search for it in a report include records
When in a report you can choose a query to select data from. In database view I often search for a query and then click edit to see the criteria in the query or to update criteria in a generic query that I use over and over, then save that query a... -
Ability to bulk add contact - organisation relationships that are not primary
Relationship history is important in understanding a contacts journey, interests and affinity. Currently we can only globally add such relationships in bulk or via import if adding primary. The current alternative is to add a bunch of non-constitu... -
Discount on multi-year pledges
Rather than having Excel calculate present value on pledges, it would be great for RE to do this since the pledges and pay-cash is already stored there. This would eliminate the need to transfer this information to Excel.Reviewed: Voting Open
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STRUGGLING WITH MANAGING DUPES COMING IN TO BB! PLEASE HELP!
No description providedReviewed: Voting Open
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Allow us to link actions to multiple opportunities.
We have had a few occasions where a solicitation or verbal pledge for a donor has been blended between two proposals, or a donor simultaneously ends / declines one proposal and leaves an opening for a new one. In addition to using proposals to tra...Reviewed: Voting Open
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Provide html formating options for notes in RE NXT
In the database view, we can edit text size, apply bold, italic, and underline formatting, and add bullet points to text in notes. Can this functionality also be available in the web view?Reviewed: Voting Open
