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Restrict security so volunteer solicitors can only see the people they are assigned to.
We want our development committee (peer solicitors) To use NXT to track their outreaches. However, it’s totally out of the question for them to be able to view records of people they are not assigned to. We need a simple way to make sure they only...0
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Hyperlink to a query from an export
I think it will be really helpful to be able to jump to a query right from an export if you have to update a query. Especially if you have many queries developed and exports, it will make DBA's life easy to manage this aspect in the Raiser's Edge ...2
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Make the county field in NetCommunity dependent on the country field
The county field in NetCommunity currently lists every county for every country in RE. Its looks awful. Can it be set so for certain countries (US/UK etc) users can choose from a dropdown but for all other countries there is just a free text box s...1
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Research Point - add DOB to constituent match settings
Particuarly for organizations that use the Grateful Patient module, if you include DOB as a match setting, it would significantly reduce the amount of duplicates identified in the batch entries on a daily basis.0
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Add SQL query function
I would love for there to be an "Advanced" button somewhere in the query module that would allow you to simply type in an SQL query string. Not many people would use it, so it doesn't need to be present and front-facing all the time, but it should...8
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spell check
Allow SPELL CHECK in Notes (constituent notes, action notes, gift notes, event notes, etc.) When you enter a note, you should be able to run a spell check on what you typed.0
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A way to "view as" a security setting/role so that admins can see exactly what that role would see.
This would avoid the guess-and-check of trying to get a user's permissions correct, or asking them to log in for you so that you can verify that everything looks correct for that user.0
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Include Relationship Type on the Soft Credit tab for gifts so that it is readily visible
It would be nice to know at a glance what the relationship of the soft credited individual is0
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Ability to mark a user account as inactive
We have several staff that have come and gone, and we'd like to clean up our security section. We want to retain their user account in RE since some of these now-inactive users have created records or been the last person to change a record and we...3
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Unable to set default file path location for exported reports and queries
Currently there is no option in user options to set default path for exported reports and the client must browse to the folder each time she exports from the report preview.0