-
Quickly give Fundraiser status to RE NXT users
When new staff join and are given RE NXT access, they can edit constituent and gift info, but for them to get access to the Work Centre, or to be assigned tasks via Workflows, they also need to get a constituent record and be marked as a fundraise...1
-
Adding Media to a Fund
It would be extremely helpful to attach media to a fund. Currently we have to attach Letters of Agreements to all of the constituent records but if you could attach to the fund they'd all be in one central location rather than jumping from constit...3 Will not implement
-
Connect RE Matching
When matching constituents in Connect RE, it would be helpful if, in addition to Yes, Nope and Revisit Later, there was also a "Do Not Match/Add" option.0
-
Allow Drag and Drop Reordering of Queue Items
Allow users to drag and drop items in queue instead of using the horribly inefficient Up and Down arrows.0
-
Make Alias Deleter plug-in available for hosted clients
Please make Zeidman Development's Alias Deleter plug-in available for hosted clients. https://www.zeidman.info/alias-deleter/0
-
Business Rules-Before Close
In Business Riles you can add a rule, but it only runs before opening a constituent. I would like the ability to run before close. As defined on the business rule "This rule will execute when opening the constituent. You may also optionally execut...0
-
User Activity Logs in NXT a Must for DB Admins
Looks like this idea's been floated in different ways over the years -- hopefully posting it again will not dilute this very important issue: Database admins absolutely should have the capability to access user activity logs within their organizat...1
-
Be able to add columns to all reports
We are not able to add/remove columns from a lot of reports. We are having to pay someone to modify reports so they fit our needs. It would be nice to be able to add or remove columns from all the canned reports. Also, there is no category here fo...0
-
Create a detailed financial report that matches disbursements
My org needs to know what funds/appeals/events match with the disbursement amounts but other than the donor name and email, there's no further/more detailed information.0
-
Create folders to manage the users list in Admin > Security
It would be good if there was the ability to have general folders or the users list, such as: Inactive users, Current Volunteers and Current Staff. To make some definition regarding who is an active staff user, we have them in capital letters. The...0