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be able to see on a gift record who added it and who last changed the record
we can see this in database view in the gift properties and it drives some user accountability4 Planned
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Add Export to NXT
We need to have Export in NXT before Query is turned off in database view. With just Query in NXT, there is no ability to do household processing for mailing lists, or export fields like constituency code as separate columns rather than duplicate ...15 Planned
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Org Records should show and link to ALL Parent/Subsidiary records
In organization records, there is no way to see what records are linked to a parent corporation. In addition, while you can see the parent company on subsidiary records, it's still not super helpful. An example from one of ours is attached. I woul...0
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Import Project IDs and GL Distribution to Fund IDs
When adding multiple fund codes it would be great if you could import GL distributions and the project ID. For some reason these fields are excluded from import and global change meaning a Fund ID has to be created and then manually updated when i...0
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Automatically add RSVP date for declined RSVPs
In Events, when someone completes the online event registration form and declines, it doesn't capture the RSVP date. This date (if they attend, decline, or say "Maybe") needs to automatically populate in the participant list. It is important for u... -
Add Membership tile in Portal
It would be useful to allow Members to sign up themselves, renew when prompted via email, etc. And also to link any resources they are allowed as members0
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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...0
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Gift Lists should include the option to filter by due date
We need to filter for gifts that are past due.0
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It would be helpful if the fields in a query could be grabbed in constituent lists.
Constituent lists are unable to pull multiple emails/phone numbers, class year only, and information regarding spouses. Queries are much more user friendly with the output choices and it would be helpful if queries and lists could work together. O...0
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In event registration forms, allow collection of guest contact information
Currently, only first and last names can be collected for guests. Please provide other options, such as email address and phone number. This would allow us to know where to send our tickets. Also, it would allow for more accurate constituent match...0