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Add Fund Attributes to the Analysis tool in RENXT
Fund reporting would be greatly enhanced if filtering/grouping by fund attribute was available in the analysis/dashboard/insight tools. Adding this functionality would allow me to create dashboards for my college deans that shows meaningful data t...0
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Develop proper integration with HubSpot
Our college alumni/fundraising team are really keen to make the most of what our CRM/automation platform (HubSpot) has to offer. Unfortunately there isn't a direct integration between HS and RE. RE also isn't on Zapier, which we're using successfu...1
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Include industry field on the API
The industry is a fundamental element of the organisation record. If you can add company name and position then I can't understand why this wouldn't be the case for industry. You include pretty much all of the fields within the organisation record...0
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NIN Endpoint Added to API
We currently have to import Standing Order payment details from our bank. The only way we van match with a constituent is by a unique reference from the bank that we store against NIN. We then use ImportOmatic to import the payment information. Th...0
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Stock/Property Detail information
We need an API get where we can collect the Issuer Details from a stock/property gift.0
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Gift Notepad API
Hello! I've already done the research and I'm unable to find whether there is a Gift Notepad API? If one doesn't exists, there should be one since we constantly use the Gift Notepad to track additional information about a gift. -
Pledge Payment Schedule API?
Not sure if this currently exists, but displaying the pledge schedule will be helpful. I see the information populates for recurring gift, but not pledges. -
Communication Preference Post Constituent Consent List
I am building out a form to update consent for my user. They will be able to see what they currently have checked and be able to update what they have consented to. (this will tie back to solicit codes) The issue I have is that when a user wants t...0
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Delete Constituent Relations
It is important to be able to remove a constituent relationship. If someone gets a divorce they should not be connected to their spouse anymore.0
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BBGM API to link Requirements to Requests
We are building a web based budget portal that pulls data from BBGM. We've run into a roadblock because the requirements are not linked to the request via the API the same way the Payments are linked. All records in BBGM API should be related to a...0