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View GL Distributions in RE NXT (i.e. Web View)
You currently cannot view GL Distributions in RE NXT and I've been told by support that there is no plan at the moment to include it and to submit it as an idea. In RE you can view GL Distributions on a specific fund as well as at the gift level b...17
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Include Constituent IDs in the Constituent Giving History Reports for the organizations or Individuals
Currently, the report displays only the "Constituent Names" column. However, the "Constituent IDs" are also being displayed, separated by a comma after the name. There is no option to extract only the "Constituent IDs," which is especially importa...0
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Ability to Add Attahcments to Already Exsiting Actions
It seems Crazy that we can add attachments when we create an action but cannot add an attachment when we edit an already existing action. Please add this feature.0
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adding logos with no background to branding card
when i put my logo (with no background) on a branding card, it has a background and i am unable to get rid of it. I would like the option of no background.0
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Allow users to see the type of bounce from emails sent from the Marketing tab!
Some policies only allow emails to be marked inactive if there was a hard bounce. If we are unable to see the type of bounce, then no emails get updated. This greatly impacts the reliability of the database and it feels like a superficial function...0
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Action Notepad Type unactive the RE choices
You can't remove or click "not active" for RE-Added via mobile app or RE7-Added via Notes field. Because of the way notes are added to actions in NXT Webview, I have over 1000 to clean up. If I could mark them not active, at least it would prevent...0
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Expand List Display Box in Address Finder 'Records to include' > Selected Records
When reviewing Address Finder settings, it is difficult to be sure of the List selected when the 'Selected records' option is utilized. See screenshot for illustration. List name is cut off and there is no way to get the full list name to display ...0
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Add 'Agencies' to Dashboards in NXT
As Gift Payment method is very limited (not customisable to work for each organisation), we are forced to use a pay method of 'voucher' and the agencies table to select the actual payment method. Please could you add this table (Agencies) as an in...0
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Enable adding new payment methods
We have many payment methods incl. over 10 different online platforms - currently we've having to select 'Voucher' for almost everything and then use the 'agency' table to list all the different sources. It would be SO helpful if organisations cou... -
Report Builder: Field Fundraiser Name in Constituent is erroneously configured
This is not an IDEA. it is more of an error report. In Report Builder, the field Fundraiser Name is under the Constituent Grouping and is defined as " The full name of the person assigned to manage a constituent relationship or acquire giving." Un...0