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Report Option to Show Constituent Code for the Donor at Time of Gift
I'd like to run a report comparing giving by constituency codes over time (comparing all "parent" giving year to year). It would be very helpful to have the option to view a report showing constituent codes at the time the gift was made, rather th...1
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More than 5 attachments per action
I noticed that it is only possible to enter 5 attachments to an action in RE NXT. For our purposes we often send a donor much more than 5 files, or when we submit a proposal our proposal is made up of a bundle of separate appendices etc. Ideally t...0
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Allow admins to grant users permissions to adjust only certain parts of gifts
It would be great if fundraisers could mark gifts as acknowledged/receipted or add attributes without the admin having to give permission to edit the whole gift.0
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Placeholder when working in Lists
When working in Lists - once you click into a constituent to enter notes or look up a phone number you lose your place in the list. It would be great if the list re-opened where you left it instead of loading at the beginning again.2
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Security: Manage Users Ability To See Other Actions on Analyze Tab
Please create a way (similar to the "change fundraiser" drop-down in workplace) that allows us to limit the view of other team member actions. Right now our users either see the actions tab and can see all of our users or actions or we have to rem...0
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Done button when working in constituent lists
It would be very useful to be able to click a constituent as DONE/COMPLETE when working in a list in NXT. Then we could filter for "Not yet Done/Pending" while working or unfilter to see the whole list. right now there is a lot of extra scrolling ... -
In Opportunities Lists please allow for name and purpose to be separate columns so that the lists can be sorted by either of these fields.
No description provided0
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The map feature should allow for you to draw a shape around records and then export to excel for sorting and planning a trip.
No description provided0
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Customize Gift Types under the Gifts Tab in NXT
Allow users to ability to customize gift types under the Gift tab in NXT i.e. pledges are bold, cash gifts are green. This is an option that's available in the database view, but not currently in NXT.0
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Voiding Invoice Option instead of Deleting Invoice
Voiding checks for invoices is simple and automatically reverses the transaction but only in the checking and payable accounts. When deleting an approved invoice, it only removes the invoice and does not clear out the distributions that have been ...0