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Add event participant to event in gift batch when entering checks
When entering checks for an event it would be nice to add the participant to the event within the batch instead of going out of the gift batch to the event adding the individual and their event pledge and then going back the gift batch to apply to... -
Add separate options in batch to apply tributes, split gifts, pledge payments, benefits, etc.
Currently, this functionality is added by columns, by batch. It would be much more helpful for those features to be added as buttons at the top of batch, to be applied as needed to a gift. It would also help to declutter the column configuration. ... -
Date Changed and by whom for all fields of the constituent
We are trying to be diligent in keeping records updated, and with Dataview, the date when adding a number, email, or LinkedIn profile is useful; we add the address attribute, with when and where we received the information, but that is also not av... -
Import and export query definitions (JSON) in web view Query
Building a query in web view means clicking in every criterion by hand. For queries with many conditions, nested AND/OR groups and summary fields with date filters, that takes a lot of time and is easy to get wrong. It's especially frustrating whe... -
Allow users to rearrange tabs based on the features they use most frequently.
With the new constituent layout, useers would like to reorder the constitutent tabs they use more at their convenience. For example if i am a data staffI would be using more often overview Biographical, Participation and notes, but if i am a finan... -
extend deadline of database view support to 1 yr after all planned pieces of database view have been created and rolled out for all in NXT unified view
It's difficult, if not impossible, to move over processes when key pieces have not yet been built out or released in unified view. Key pieces like import, export, security rights, etc. - all KEY essential pieces for DBAs - have not been created, m... -
Export in NXT should allow for same functionalities as export in database view
With export now (sort of) in web view as "Query and export," I tried to build an export in NXT that would give me the same information as in database view. Some things that are missing that we please need in NXT: head of household processing p... -
Link a non-constituent relationship to an existing constituent record
In Database View, it is possible to open a non-constituent relationship on a record, and then link that relationship to an existing record within the database. This is not possible in Web View. -
Ability to mark newly added shared address as primary in same step
When adding a shared address, add the option in that step to go ahead and mark that new shared address primary for the record you're on (either constituent or non-constituent) in that same step so it doesn't require re-opening the new address to m... -
Tribute gift date on tribute list needs to be gift date, not receipt date
Our gift date and receipt date may not be the same as online gifts, non-BB processor, are ereceipted when made. When looking at list of tributes on the deceased record, the date displayed is the receipt date. This should be the gift date on the gi...
