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Gift batch search constituent by constituent ID
The ability to find a constituent by entering the ID that is printed on the BRE in addition to typing the name and previewing possible IDs -
Make adding event IDs to existing queries easier
In database view, when a query "one of" criteria for event IDs already includes an event, the search no longer pulls up that event ID as an option to add to that criteria. In NXT, the search includes all event IDs, regardless of if they are alread... -
Add Appeal tab to non-constituent records
In RE7 when we open a NON-constituent record we can see the Appeals tab, and the Assigned Appeal we gave it when we imported the record. Currently in NXT we do not see Appeals on the non-constituent record. Please add the Appeals tab to non-consti... -
We need to be able to see fund description instead of fund ID on RE NXT batch validation report
When printing batch validation reports for RE NXT, on the fund column we can only see the fund id, for our organization it is better to see the fund description. -
Default setting for automatic soft credits for spouses
It would be really useful for there to be a web view business rule setting that pre-ticked the "Automatically soft credit this individual for gifts" box, when the "is the spouse" box is ticked. In database view, this is ticked automatically if you...Reviewed: Voting Open
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Auto-fit contents of cell entries in Gift Batch (Row & Height)
Please make the row & column height and width adjustable so that I can see the reference/comments I've entered on gifts. Right now I can only see a few words of what I've typed. I should be able to adjust the cells similar to Excel wrap text f...Reviewed: Voting Open
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Query created with NXT Batch Entry
I'm so happy to see we now have the ability to have a control report generate when doing NXT batch entry of gifts. I need to be able to generate reports off of batches and do this by using the static query automatically generated in the batch proc...Reviewed: Voting Open
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All fields available for data entry in web view must be queryable
I recently learned that it is not currently possible to query the "valid from" and "valid to" date fields for solicit codes, and that there are no immediate plans to add this functionality. This presents a significant data management challenge. Cu...Planned
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Email History
After each email blast is sent through RE NXT, Need the ability to have an email history in Query to be able to remove those emails that are hard bounce either in NXT or RE Database view export and import. this is so time consuming to do this manu...Reviewed: Voting Open
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DEFAULTS
Allow us to create DEFAULTS to allow for speedier adding of repeated constituent details - Load constituent from (Default blah blah)Reviewed: Voting Open
