-
Organization contact in Projects needs to be added back
In FE 7 if a contact was an organization, you could put the organization name in the contact info. With FENXT the feature is now gone and cannot add the organization's name. Please bring it back as this is a much-needed field.No Status
-
Be able to pull up a project, so you can copy all attributes when creating a new project. You could do that in database view.
It would be nice, so that you can make sure you get all of the same information entered or even be able to copy attributes from one project to another.No Status
-
Alerts in Financial Edge NXT to be Query-able and Available via the SKY API
Currently when you add an alert to a project there is no way to track which projects have alerts on them unless you click on the specific project. We would like the ability to filter, query, and access the alert data in SKY API. Without this funct...No Status
-
Ability to change Entity description
Our org names have changed and the old names are in the Entity Description. I can change the Entity description under Settings, but those changes are not reflected in the dropdown options. I've been told by BB that there is no global change, expor...No Status
-
Ability to select all years in the project page
When viewing a project, it would be helpful to be able to select all years, view total budget and actual balances, and avoid having to flip through the years to review past amounts.No Status
-
when individually queried produce an error output in the API-should return deleted or cleaned up
when individually queried produce an error output in the API-The individual retrieval should return a “deleted” status or the item should be cleaned up and not show up in the list of journal entry batches.No Status
-
Query (Project Type) add "Notes import ID" field
The Project Notes Import template requires a "Notes import ID" field in order to identify a specific project note. (Using project import ID would just add a new note.) This field is not listed in Query -- could it be added to Query? These are the ...No Status
-
Overwrite Custom Fields on Projects
We would like the ability to import over an existing custom field on a project rather than add to that custom field if we do an import. We need to make a mass change on all projects to a custom field.No Status
-
Add ability to make custom fields tile bigger
We have a lot of custom fields we apply to account and project records, it would be nice to be able to navigate the custom fields and see them all in the same window. Either make the tile bigger, provide a scroll button so we can scroll through a ...No Status
-
Project Inactivity Report
It would be helpful if we had the ability to run a report of query that pulled on projects that have not had any activity( deposits or payments) within the last three fiscal years. This would be helpful for us because we have a policy stating that...No Status