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We need a way to manage a designation in Database for Cash & Pledge Gifts done via RE NXT/Batch Entry
We had an individual that did a credit card recurring gift in NXT & wanted to designate however, the area to designate is not available in Database for it. Usually we're allowed to designate under Gift & then Designation but, it's not avai... -
Allow Users to Send Emails Directly to Individual Constituents from Unified View
Currently, sending an email through Communications appears to require the creation or selection of a constituent list, even when the intention is to contact a single donor. It would be helpful to have the ability to send an email directly from a c... -
Online Data Review needs to show custom fields and participant options
As a university, we use custom fields and participant options on online forms to help us to match incoming data to existing records. We ask for things like Subject of Study, Class Of, Alumnus/Staff/Guest, to help us to figure out whether we can ma... -
Add ability to fully edit gifts in batch review
In webview we cannot edit gift amounts, delete gifts, manage tributes, etc. Restore the functionality that we had with batches in DBV.Planned
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Add benefits from gift batch
I see that benefits are now accessible in webview and can be edited on each gift record. Please add this to gift batch and batch templates. The ability to add benefits while entering the gifts in batch is a crucial step in saving time when enterin...Planned
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Lock Editing Access on VIP Records
Ability to restrict editing access on select VIP records (such as Board of Trustees members) to only certain access levels would prevent staff members from "updating" VIP records incorrectly. We have run into issues with AddressFinder misattributi... -
Expand RENXT email Marketing to Include Primary Contacts for Organizations
Please add this capability to RENXT EMail Marketing. There is no practical workaround to this limitation. Adding the ability to email relationship types isn't a workable solution either. We do not use the Relationship type to identify our Primary ...Reviewed: Voting Open
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Stop creating both an org & constituent record in RENXT for any gift where "This donation is from a company or org" box checked
Currently, when a donor clicks the "This donation is from a company or organization." checkbox on a standard donation form, RENXT creates both an organization and an individual record for the same gift in the database. If this checkbox is activate...Reviewed: Voting Open
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Portal: ability to update education and employer information
Allow donors to update education and employer information using the portal.Reviewed: Voting Open
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Canadian spelling of the word check (Cheque)
In Canada we should have the option of using Canadian spelling of words as in Cheque
