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sub fund
Add the option to have sub funds. We use all of the tabs for our funds but some funds are for similar purposes and we would like to group them together under one fund rather than adding more funds.5
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Prevent address attributes from copying to a new address
When a I copy the preferred address to an alternate and then add a new address, I do not want the attributes to copy. The attributes do not apply to the new address. This is causing additional steps to have to go delete the new attributes.0
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Actions cannot be automatically generated when adding gifts.
I'd like to automate stewardship steps with deadlines as the gifts is entered. These could then be forward to appropriate staff person/solicitor by email or outlook entry. Ideally this could be automated by gift level as well. ie if a $1,000+ come...0
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global delete individual relationship additional salutations
Allow global delete of additional salutations on individual relationship records Currently you can only add or replace additional salutations on an individual relationship record NOT Delete. If you have many obsolete additional salutations that y...1
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Query Security Run Only
I would like to be able to give users access to run queries without giving them the ability to create or change an queries. We more than almost 20 people who need to be able to run queries, but only a few people who know the data and system well e...2
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Lock or freeze a primary add/sal so that other users can't change it
We have multiple users who have rights to create records and edit fields including the primary add/sals. It would be great to be able to lock or freeze the add/sals so that another user knows it should not be changed without good reason. For examp...0
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Add a business rule for matching gift organization relationships
The decision to automate matching gifts to constituents related to a matching gift organization causes more work and oversight. It would be helpful if this feature could be turned on and off from the business rules, this way we are not constantly ...0
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Action report run on the closed date
Currently in the Database View and RE NXT the Action Report is run on the closed date. There isn't a report that would show actions that were both created and completed in the date range you set. Each report (even in NXT) bases the date off of the...0
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Campus field should be table
We often segment our data by using the campus field in the Education Relationship record. However, this is not currently a table which makes it very difficult to query allows too much room for human error (typos, variant spellings/formats etc).3
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relationship tree chart organizer in NXT
An organizational type chart/family tree view in NXT0