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Add ability to remove 'has no valid address' flag in web view
Should not have to revert to db view Bio 1 to remove the flag of 'no valid address.' In an attempt to use Omatic am bringing in new addresses for some records that had no mailing address. Have to go to db view to remove the flag at the top of the ...Reviewed: Voting Open
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Provide a RE feature to mass re-assign the fundraiser (aka solicitor) in constituent Action records to another fundraiser. The intention is to replace the assigned fundraiser and not to add another fundraiser.
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Improve Visibility of Linked Opportunities in Gift Batch
With the new update, we can now see the "Link opportunity" option when processing gifts in a batch, however, there is currently no way to determine whether a constituent actually has an available opportunity that can be linked to a gift. To verify...Reviewed: Voting Open
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Use arrow keys to move around batch grid
You can’t currently move up and down in the batch grid using the arrow keys, you have to click with the mouse, which makes data entry tasks take much longer.Reviewed: Voting Open
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Provide an Open-Field, Tab- and Shortcut-Friendly Option for Data Entry in Web View
The database view in Raiser's Edge NXT offers a highly efficient experience for data entry: users can quickly tab through open fields, utilize keyboard shortcuts, and input information with minimal clicks. In contrast, web view is significantly li...Reviewed: Voting Open
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Make all fields available when adding a new constituent record
When you create a new constituent record in database view, all the fields in the record are immediately available to populate. In NXT, it's just a limited few that are initially available - you have to create the record first and THEN you have acc...Reviewed: Voting Open
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Constituent Window needed in Webview Gift Batch Entry
Idea https://renxt.ideas.aha.io/ideas/RENXT-I-8385 is showing as Shipped but it is not at all what users are asking for and need. We need to be able to have a window stuck to the side of a webview batch which displays whichever constituent you are...Reviewed: Voting Open
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Ensure all fields in Webview are editable before moving query to Webview Only
One of the major uses of queries for folks who manage data is data monitoring and clean-up. Often this is not done through other tools like global change or import. It's done by pulling up a group of records that don't fit your org's entry rules v...Reviewed: Voting Open
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Display Opportunity Amounts in the Batch Linking Window
When selecting an opportunity to link to a gift, the available information does not include important fields such as the Ask Amount, Expected Amount and Status. This information is critical for accurately identifying the correct opportunity, parti... -
Non-constituents who are not guests
Please allow non-constituent participants to be added to NXT web view events without requiring a linked constituent record. We frequently need to include individuals on registration lists who are attending in other capacities and are not guests of...
