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Action or notes tied to constituents are synonyms
When a gift officer adds action to one spouses record, would like that same note added to the other spouses record simultaneously or synonyms. This way double entry of notes and or actions do not have to take place.Reviewed: Voting Open
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Customizable Overview in fundraiser's work center
It would be nice if the opportunities portion of the Overview tab of a fundraiser's work center could be editable to see certain years or time of years instead of an "of all time" overview.Reviewed: Voting Open
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RE NXT Online Donation Form Split Screen
Would it be possible to do something like a split screen in the RE NXT Online Donation Form. Specifically the image would appear with the descriptive text next to it. So a side by side view rather than the above and below that exists now.Reviewed: Voting Open
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Ability to edit/convert recurring gifts
Ability to convert a recurring split gift into two different recurring gifts if needed instead of having to terminate and start completely over.Reviewed: Voting Open
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Add Benefiting Unit as Filter in Analyze
Being able to generate analytics based on the benefiting unit for a gift, rather than just the fund, would be extremely helpful for when we prepare results to present to our various units. Currently this is not available.Reviewed: Voting Open
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Source field for rating in RENXT MUST BE MANDATORY field
Many internal rating were entered in RENXT without source. What I found out that these internal rating didn't show in RE databse unless you have a supervisor right.Reviewed: Voting Open
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Display School Type in Education Tile
School Type needed to differentiate between colleges/schools/etc. with same name.Reviewed: Voting Open
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Allow for a security setting that restricts access to a Gifts to a Fund field
This would allow for confidential donor info, via Fund, to be kept confidential to certain staff. This would be beneficial to larger associations, universities, ect.Reviewed: Voting Open
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Birthday Filters by Day
Would love a feature to quickly organize birthdays by day without taking the year into account. This would help to then set up a workflow to automatically email constituent's on their birthday.Reviewed: Voting Open
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Displaying Multiple Memberships at the Top of Constituent Profiles
This would be useful because we could see all memberships for a constituent right at the top of their profile, instead of only displaying the oldest active membership at the top. It would be really beneficial for our giving team when they are look...Planned