-
More Functionality for Fund Edit in RE NXT (Web View)
While the new features to view funds in RE NXT (Web view) are great, it would be nice to be able to edit all the tabs you would be able to in Database view within RE NXT. This would include adding and showing fund relationships, editing the fund G...6 Reviewed: Voting Open
-
Make Dashboard tabs more user friendly
When too many dashboard tabs are open, they seem to condense into one. You have to click the blue bar at the top of the dashboard to see the dropdown of all open tabs. I've had multiple staff members find this confusing. If you click on a new tab,...0
-
Portal in NXT exclude non-gift transactions
In order to use the portal we need to be able to filter out non-gift funds. IE if they sign up for an event we don't want that to show in their giving history or their total lifetime giving. Those are not donations but rather transactions. Or it w...1 Reviewed: Voting Open
-
Address, Email, Phone Attributes to consider migrating in NXT View
Please consider migrating additional attributes, such as the data last changed and comments fields to the NXT web view soon. We depend on these fields to note changes that occur to the record over time, and they're very helpful for research purposes.2 Reviewed: Voting Open
-
Pledge Payment in Donor Portal
There is currently no way to process pledge payments via credit card or ACH that isn't a manual lift. This portal seems to be the perfect solution. Can we add "pay my pledge" on the portal?2 Planned
-
Outlook Plugin Email Header now missing in note when adding an email into RENXT
Recently, I noticed the headers such as the From, To, and Date headers. Others are optional, but very commonly used, such as Subject and CC are now missing when adding an action from Outlook. It is important information that capture their email ad...1
-
Delete Constituent code with fewer clicks
While you can delete constituent codes easily, it would be great if you did not have to click to edit the code to delete it. Functionality similar to that for emails, phones, and addresses would be great.0
-
Maintain acknowledgement fields when applying gift to pledge (as you can in database view)
When you apply a gift to a pledge in database view, that gift automatically carries through the Acknowledgement status and letter. This is essential as it allows us to indicate on the pledge how the gift should be acknowledged when it comes in. Cu...0
-
Allow bulk changes to Opportunities (Proposals)
We need the ability to make bulk changes to opportunities using Global Change. In database view the global change feature for Proposals (Opportunities in Webview) only allows changes to ALL opportunities. We need to be able to change a selected nu...2
-
re-instate new donor alert on batch view in NXT
until recently, there was an alert underneath a new donor's name (similar to the one for potential duplicate donors) while looking at gifts in the batch processing view. i understand this has been streamlined elsewhere, but it's VERY useful to hav...0 Reviewed: Voting Open