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Dont take away a feature in DBASE view and move to NXT view until NXT is ready
you took away the table edit feature and told us it was in NXT. However, NXT table view isnt ready. You cannot merge tables in NXT. This was a feature in dbase view. Developers need to have ALL features ready in NXT before you tell us not to use d...0
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Incorporate Custom Field options into Report Builder / Insight Designer
Not having this available has put a cap on how helpful I can make customized dashboards. We use custom fields / attributes heavily and I am only able to get to a point when trying to make a highly detailed insight.0
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Add "Date Assigned" to pop-out list column options in custom dashboards.
It would save a lot of time and navigating for my fundraising officers. I can display when a constituent was added to RE, but not the start/end dates for an assigned constituent. -
CRUD endpoints for Campaigns, Appeals, Funds
This would allow us to build our own fundraising pages and thermometers etc.8
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Fundraisers - Easy way to get list of solicitors & their constituents
We need an efficient way to get a list of all solicitors and the constituents assigned to each of them. The closest endpoint now is the Constituent Fundraiser List but since that is only for single constituents it really is not helpful if your end...6 Planned
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Add 'No Solicited' & Expenses data to the Appeal API
We do reporting on various breakdowns involving both the number solicited and also on costs, in addition to cost/dollar. It would be very useful to be able to have the 'No Solicited' field included to the API as well as some manner of obtaining th...1
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Fund Search
Using the Fundraising API we can retrieve a Fund and a list of Funds, but it would be helpful to have a Search function that allows allows searching by description (FundName) and lookup_id (FundNumber).2
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Adding ability to POST new funds
I noticed the API Reference includes a GET for Funds , but not a POST or PATCH. I was able to slightly automate creation of funds by generating csv's for daily import through RE7 , but a POST within the api for funds would really be ideal.0
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Restricted fund indication on Fund entity
When interacting with funds, it is important to know if they are restricted or not.0
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Add "Notes" field to the Get Fund RENXT Endpoint
I have a client that wants to be able to display the notes on a Fund in a customization.0