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Approved batches need a direct link to the individual batch gifts.
In the new gift batch in webview, it would make sense to be able to click through to the created gifts once the batch is approved. Currently if I want to navigate back to the gifts I created, from the approved batch I can click on the constituent ... -
Constituent record view: Offer two options
After the tabbed constituent record view is released, please give each user the option to switch between the new tabbed view and the current tile-based view as a permanent feature. Two things are true: Super users and those who do a lot of data ... -
Constituent Window needed in Webview Gift Batch Entry
Idea https://renxt.ideas.aha.io/ideas/RENXT-I-8385 is showing as Shipped but it is not at all what users are asking for and need. We need to be able to have a window stuck to the side of a webview batch which displays whichever constituent you are...Reviewed: Voting Open
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Add ability to link event participant guests to their constituent records
In addition to linking event registrants in Online Data Review in Web View it would also be great if we could link their guests to constituent records. This helps ensure all will have a name tag.Already exists
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Keep the template when reviewing batches
When I am checking a batch for Approval, some of the data I want to see about the gifts in the batch is not visible. Can we select more columns to see when we open a gift batch for approval without going to edit gifts, or apply a template to the b... -
Allow someone to be made a solicitor who is not a user in webview
We can currently check a box to mark someone as a solicitor in database view, but that feature will be going away. Our Board Members are solicitors but we don't want to make them users of the system. Our Development staff mark actions for the Trus... -
Add the giving club dashboard analysis option to NXTs dashboard view
I use this dashboard for the overall health of our fundraising program, as well as board reporting. Having it automatically run as part of a dashboard is a quick way to see progress and overall fundraising growth, by giving level. -
Allow Bulk Deletion of Constituent Custom Fields in Web View
Please add the ability to select and delete multiple constituent custom fields at once web view. In Database View, users can select multiple constituent attributes/custom fields and delete them together. In Web View, each custom field currently ha... -
Apply pledge campaign/fund/appeal to the gift batch when gift is applied to a pledge
Once we apply a gift to a pledge, the original campaign/fund/appeal need to auto-populate in the batch like it does in database view. In web view you have to make note of the original pledge info and enter it manually. -
Bring Fund Annotations to Web View
Currently, our organization utilizes annotations on both Constituent and Fund records in the database view substantially. We store critical information that users MUST know when they open a record, and we check the "display automatically" box so t...
