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I want to choose the Opportunity when I create a new Action from the Lists>Actions view.
When creating a new Action from the Lists>Actions menu, I would like to choose the appropriate Opportunity after I've selected a Constituent. Otherwise, I have to go to the Constituent record to create the new Action, or I create the Action fro...0
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Update record in ON when Connect RE update is incorrect
When reviewing all the updates that are to be processed in Connect RE you will come across updates that are misspelled or incorrect. Allow the processor to click on the constituents name and be taken to that constituents ON product contact card fo...0
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Add more detail to Comparative Reports
I would love to be able to add additional columns to a Comparative Report, such as the gift fund, gift date, etc. from each year.0
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To be able to delete errored Gift Aid submissions
We have a couple of historic claims sitting in the 'Submit Gift Aid Claim to HMRC' which were later re-run and replaced with correct data. I realise that a tick in the 'Do Not Submit' can be used, but these could be knocked out by mistake by anoth...0
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Removing tags for certain staff members
I have hidden most tabs from non-development users at my organization. They only need to use NXT as a phone book. They are still seeing the tags, such as "overdue pledge" and the giving timeline of when actions are recorded on a record, but I don'...0
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Please add case numbers to support case "email transcript" and a URL link directly to the case.
When you need to further check on an open case, it would be far more convenient if two things were added to the Chat Transcripts: 1. the Case number 2. A URL that directly links to the case rather than to Chat in general (forcing you to go looking...0
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To add a security feature to see who deleted the records
No description provided0
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Hosted database needs to link to Outlook for Actions - WAY OVERDUE!!!
I need for our database (hosted in Azure, an SMTP) to be able to sync the actions entered in RE with Outlook calendars. It's ridiculous that Blackbaud hasn't made this happen yet - other systems like Bloomerang can do this already and they are a f...0
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For hosted clients - create a view of all currently logged in users
This would allows user/license management. If user is idle and just holding the lic without really using RE7, a request can be sent to log off and urgent users can log in perform work. Buying more lic is not a solution. Thanks0
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When a record is deleted from ON product, there should be a notification through Connect on the RE side.
Using Connect I am adding people to the database based on them having a record in ON. If a record is then deleted from ON, RE should be notified so we then have the choice to determine if we should delete the record as well. This came to my attent...0