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during batch entry
We currently have the option of color coding via legend in batch entry for soft credits and other types of gifts. I would like to see adding tributes to gifts as another option of color coding. We receive many tribute gifts especially during the h...0
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Add Opportunity list filtering options
Add option to filter by Class of0
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Introduce security on Default Sets
Currently default sets can be freely deleted, added, modified by every user. it would help to keep database tidy if we could limit the deletion or modification of default sets.0
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Add constituent when applying soft credit in batch
Currently, when searching for a constituent to add as a soft credit reciepient, you can not add a new constituent when the record is not found.1
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Add Fund column to NXT gift batch
I have just started using RENXT event registration forms and therefore I'm doing gift batch processing in NXT for the first time. I would like to add the Funds column to the NXT batch so that I can double check the funds before I approve, and when...0
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Ability to Globally Display Inactive Proposals
The Display Inactive Proposals is a not a system a option to set for staff. They are only interested in seeing their Active Proposals, and they have to click the check box each time they navigate to the Proposal Screen.2
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button or feature to hide expired/former solicitors (or filter) and suppress them from queries easily
It would be a great to have a feature where you could hide expired solicitors but even more important is the ability to query on current solicitors without having to figure out a work around to suppress former solicitors. We have had RE for a long...0
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Preserve Spouse Relationships When Merging (One-on-One or Mass Merge)
In today's product when two individual records are merged ALL relationships are moved from the non-surviving (merge from) record to the surviving (merge to) record EXCEPT spouse relationships when the surviving record already has a spouse linked. ...0
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Tribute notification Letters doesn't allow for Tribute Fund to be pulled.
Tribute notifications - when sending one letter per tribute - so the gifts to the tribute get consolidated - it's crazy that the "Fund" that could be setup on the tribute record (directly below tribute type and description) cannot be an available ...0
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Add a Favorites folder/option in Export Ouput screen
Similar to Query, allow users to keep a Favorites folder for output fields in Export. It'll help folks save time as they won't have to scroll down through all the different output fields when selecting what to include in their Export.0