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Have the alert banner on constituent records in webview visible in the Giving History/Work with Gifts Area
In database view the annotations (alerts in webview) pop up every time you open a new item from a constituent record. This includes when you open a gift or add a new gift. In webview it's much easier to miss these alerts, especially if you've alre...Reviewed: Voting Open
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Include criteria control buttons on NXT query
In Database View, when creating a query, it's easy to remove/change criteria or edit parenthesis, and/or, move up/down with a click of the button on the bottom control bar. In NXT you have to right click on the three dots next to the criteria and ... -
Add Recurring Gift Payment as a gift option
In database view, when you have a recurring gift and you "add new gift," you get asked if you want to apply it as a recurring gift payment and includes all the gift info. This should happen in webview too. Please!!! Otherwise all the info needs to...Reviewed: Voting Open
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Insight Attribute filters in dashboard builder - Custom Fields needs to have a more robust presence in dashboards and reporting. It is an important feature.
Custom Fields needs to have a more robust presence in dashboards and reporting. It is an important feature.Reviewed: Voting Open
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Suggestion for RENXT PUB Format
While I very much appreciate that the RENXT PUBs have a ton of information in them, the current format is simply not optimal. A 90 minute full speed ahead session with no time for the presenters to answer user questions (questions that were nearly... -
A Batch Number should auto-generate when creating a new Batch in NXT
in DBV the batch # is set and then automatically updates with each new batch in sequential order. This should be the same in NXT.Already exists
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Add all DB Batch Functionality to Web View ASAP
Would love all the functionalities of gift entry batch in DBV in WV - able to sort by the columns, globally change lettercodes, etcReviewed: Voting Open
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Need to see more constituent data when entering gifts
When entering gifts I need to be able to see if donor has provided new phone/email. Search window when looking for donor name only displays address. As we have more days with just a few gifts, we are not utilizing an import product but just key in...Reviewed: Voting Open
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make Custom Fields as robust and viewable like Gifts tile in web view
We need to be able to all the custom fields in a list like dbview and Sort on any field/column.Reviewed: Voting Open
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Improve search capacity
It would be incredibly helpful if the search capacity was improved. I often find that i will search for a constituent based on name, and if i dont have their name perfect to what is written in the system, the search will be unable to find the cons...Reviewed: Voting Open
