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REPORT BUILDER: Add the option of selecting a saved nxt "List" as a filter
Filters in report builder are limited, instead of adding in new options, allow us to select a pre-made and saved list of constiuents from NXT>1 Reviewed: Voting Open
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Honor/Memorial Report in Web View needs to provide the complete donor addresses.
The Honor/Memorial Gift Report in Database View provides a listing of gifts given for tributes with the name and full address of the donor. The same report in Web View does NOT provide the full address - City State Zip are missing. This report nee...1 Reviewed: Voting Open
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Include sub-total option in Gift queries
No description provided0 Reviewed: Voting Open
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Delete unmatched data
Ability to delete or ignore unmatched data before making constituent0 Reviewed: Voting Open
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Auto or global action to records once an email from 'Marketing' has been sent.
We have been using the Marketing tool in NXT to send a few emails out to lists and have to save the list to Raisers Edge and then globally add an action to record that the email was sent and the content of the message. Would like to see something ...1 Reviewed: Voting Open
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Reason and Restriction fields should be available in Opportunity
Both Reason and Restriction are fields in Proposal in the DB view. Why are they not viewable or enterable in NXT? They are also not viewable as columns in Lists even though they exist on the records in RE. Please make them both available in the NX...0 Reviewed: Voting Open
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Remove the Database (stacked coins/discs) menu from view for specific users or groups
It would be beneficial to have the ability in RE NXT security settings to remove the "Database Menu" (stacked coins on right-hand side) from view for specific users or groups so that they cannot accidentally access database view or other informati...1 Reviewed: Voting Open
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Be able to restrict access to adding RE NXT Summary notes on header of NXT records
There is an option to restrict ability to edit a note once it is on a record, but not any option to restrict who can add these notes in the header of a constituent record.0 Reviewed: Voting Open
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Minimize Delay of Gift processing in RENXT for approval
Batch Engine improvement: Gifts will be processed and be charged by the merchant account (BBMS) and appear in the merchant account prior to the batch appearing in your NXT webview Batches / records for approval. (We have experienced a delay of 10 ...0 Reviewed: Voting Open
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Function of Displaying/Emailing Custom Reports
It would be useful to have the capability to create a custom report and be able to share it via email which could be scheduled out to send automatically on a schedule. And/or to be able to display a custom dashboard on a work center.0 Reviewed: Voting Open