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Be able to edit a planned gift note entered in RE in NXT
Currently the gift note cannot be edited in NXT and I have to go back into RE to edit the note.0
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Would like to have the ability to restrict selected groups/users who may have access in RE7 to constituents, to not have the same or no constituent access in NXT browser.
We have Azure and all users will login through browser interface. The ability to have only access in database view would restirct batch entry users from seeing gift/giving information on all constituents. The open search on constituents by batch e...0
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Limit the access for users/groups to any applications under the "coin" icon; install reciever, database view, crystal reports, reginional settings ...etc
Would like to restrict or allow some groups/users from access to installing reciever on PC/device for security reasons as well as access to the database view and crystal reports. -
Include Just Giving URL on the Batch review in NXT
We have to change to the appeal depending on fundraising purpose, it would be helpful to be able to see more of the gift detail under edit gift such as the page url so we can change the appeal at approve rather than having to query and global chan...0
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Analyze lists through fundraising tab
If we were able to take a list of a certain group of people and filter our lists through the Fundraising: Analyze tab it would create much more interaction and allow us to watch certain data sets that we have created through lists.0
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Connecting event guests with constituent records
For record keeping purposes, it's important to know who has attended an event. But if a constituent registers for themselves and another constituent, only the registrant will connect to their record. The guest will not. I know you can do this manu...2 Already exists
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Action Summary Field - Ability to make field optional/required
In a report we are generating for our board members we are using the summary field as a field to provide context for the action and would like the ability to make this field a required data entry field in RENXT. In the database view we have mad...0
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Allow any employee with the Gmail add-on to upload emails to copied donor records (even if they aren't the original sender)
As I play around with the Gmail add-on for RE NXT, I notice that as an email recipient, I can't add an email chain to the record of a donor copied on that chain - only the sender can add an email to a donor record. It seems like any employee of my...0
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MORE Options to Resolve Failed Receipts
Allow us these additional options on failed email receipts: Update/Add email address Resend to other listed email in Donor's profile Mark Failed email address as inactive or fail reason Allow these actions on the same page without having to go to ...0
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Summary Giving into Gift and Portfolio tab in Work Center
I would like to add giving this fiscal year (i.e summary giving for a specific period of time) into the Gifts and Portfolio tabs of my work center. This would enable me to see where donors are so far in the year versus what our target gift for tha...0