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Functions in Financial Edge - Journal Entries
Everyone would use the functions. There is functionality under the database system that is not in NXT. It would be great if NXT had recurring journal entries that could be created, modified and saved as regular journal entries. Also, could the cop...0
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Visual indicator that there are multiple notes on an action record
So that we know to open the full record and not just read the "See More" of a single note.It could be a different color for the speech bubbles or a number in the speech bubbles. See picture for reference speech bubbles.0
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Visualization of moves management plan progress
Using the work flows tool, a summary can be available that shows a gift officer (and prospect management team) their prospects' progress in a specific sequence of actions. -
Media deleted in RE still showing in NXT
While investigating all of the issues between RE Media and NXT Attachments, I've noticed that a Media I have deleted in RE is still showing in NXT. I've read that changes made to Media e.g. changing the type don't read across, is this also a known...0
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Ability to resize windows
It would be great if we could resize all windows of RE Database view. Ex: Tributes window, Constituent Search/Open window. Thanks!0
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Fundraisers using NXT need to see gift acknowledgement letters added in RE7
Fundraisers must be able to see all communications that have been had with constituents. The current gift processing is all in RE7 so fundraisers can't see what was said to the constituent.0
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In the action record, allowing for the When? to be editable.
This would allow for use to make Past default instead of Future. Thos would allow for the completed button to be check marked and not have to go back.0
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Last Edited By Specifics
I would like an option to display who was the last person to make edits to a certain field and when those edits were made. In database view we can currently see who was the last to edit the entire record, but narrowing that down to specific fields...0
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Add Facebook Groups to Social Posting
We use a Facebook Group for our Alumni, not a Page. It would be great to be able to publish to groups as well as pages.0
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Prevent Gift notes from the Recurring Gift getting copied into the Recurring Gift Pay-Cash record
These notes are unnecessary as we can always open the Recurring Gift to see those notes. We want to reduce the number of gift notes we are creating as we were told that having more records will bog down the NXT system and reduce the speed of acces...0