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 GL, adding campaigns or appeals, etc.
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Nikki Long
- Sep 24 2024
- Reviewed: Voting Open
Related ideas
I do need to have a GL distribution tab for new funds and old funds.
We cannot enter gifts until we have this.
Also, we would use a "Deposit ticket" even if we only save it as a PDF.
Cannot enter gifts in RE NXT until we have GL tab from database view Fund in webview in Fund.
Definitely need to be able to add more information as it's used for our weekly deposit reporting (we don't use FE) and our finance team needs the GL Codes and transfer info, which we can add in DBV
yes, can't use this function until all those are included
Agreed, and staff need the ability to choose/add to the viewable columns when working within Funds in NXT, similar to the list functionality.
I agree that having the functionality of fund relationships, editing the fund GL, etc in webview is really important. I am very frequently working with funds in database view this way and just having the ability to view funds in webview without this other functionality is of very little use to me. When adding new funds, the ability to setup the GLS, campaigns, and fund attributes as well as fund relationships is essential.