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Preset where panels will show up for new users
Similar to custom views in Raiser's Edge, we should be able to set up a different initial setup for new users. We currently cannot move the panels around for all users, and would like to have a different layout that highlights what's important for...0
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Assigned Fundraisers - Show Current
Allow users the option to set the "Show Current" check box default in the Assigned Fundraiser section the way they want. I want to see the past history and each time I have to go into a record and uncheck the box in order to see inactive fundraise...0
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having compulsory fields feed through to NXT
When adding a Constituent to NXT our compulsory items do feed through from DB, allowing incomplete details to be added to the system, which then has an effect on them showing in search on NXT which leads to duplicate records being created. Is it p...1
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Keeping "show inactive phones and emails" preticked in Config
It would be easier to have them visible as you can search for unsubscribes better, they also show up in exports and duplicate/ get attempted use when they are no longer valid0
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In addition to the new feature of indicating the "class of" in the search engine and relationship tab - equally valuable is knowing the dates that a non-graduate attended the institution
No description provided0
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JustGiving Integration: Enable multiple Packages per Campaign
JustGiving-NXT integration has been a fantastic addition, promising so much. However, we have had to turn off synchronisation because the default settings are not robust or flexible enough. The main issue for us is that each of our Campaigns (or A...0
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Salutation Option on Organization Records
I would like to be able to add a salutation to an Organization constituent record. This would be helpful for mailings and for our donor walls. We would then know who at the organization to address and we could pull the salutation information when ...0
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Display School Type in Education Tile
School Type needed to differentiate between colleges/schools/etc. with same name.0
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Add filters to Giving Tile
Adding filters to the giving tile to be able to filter out certain gift types, of gifts within specific Campaigns, Funds, and Appeals.0
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Expand full constituent appeal list.
Like with Notes, Actions and Gifts we need the ability to get a full listing of a constituent's assigned appeals. Our Annual Giving, Online Gift and Major Gift folks all review a constituent's appeal history at a glance before making calls or dete...1