-
Table Categories
I would like the ability to change Table categories in web view.0
-
Don't require year to be included w/ birthdays
This goes for RE7 as well. Sometimes we only know the date, not the year, but we still want to track so we can send birthday cards, etc. Thx!4 Reviewed: Need Further Info
-
Add the option to make the date required when adding constituent codes.
It would be great if we had the option to make the effective date or date range a required field. It would make tracking the conversion rate a lot very accurate.0
-
Search function to include name fields + education fields
Please add functionality to search or lists to allow searching for combination of name fields + education fields. This is useful for alumni teams that find people in media and want to update details. Media articles normally just have name and educ...0
-
Relationships should not need to be made a individual record to pull address.
We are being forced to build a database of people who will most likely never give to us because they were named as a person to send a gift acknowledgment to from a donor of a tribute gift. The donor knows them and wants them to know of the gift th...0
-
Add relationship panel to relationship records (Non Constituent)
Idea: Add relationship panel to relationship records in web view. Why: To be able to see why a record exist with having to copy data and use it to search for the parent record. Thoughts: While doing some cleanup I came to a relationship record in ...2
-
Add the Tribute Description field to NXT
We use this field to record the name of the person who the gifts is in memory of or in honor of. It would be very helpful to see this field in NXT.3
-
Search Constituents by UK postcode
The main way our organisation searches Constituents is by postcode, to ensure you get the correct record. I would have thought this would be a requirement for all UK users. The Database view is much more user friendly for reducing the records sear...12 Reviewed: Voting Open
-
Automate Prospect Stages with Workflow
It would be great to have Workflow work to automate prospect stages. For instance, when a fundraiser records an Action of a certain type and/or updates an opportunity, the prospect status could be updated as part of the workflow.3 Reviewed: Voting Open
-
View more information regarding Volunteers
It would be helpful to be able to view more information about Volunteers rather than just the Current and Oldest jobs that the volunteer worked/was assigned to. While being able to see Oldest and Current are useful, there are a lot of "in-between"...0