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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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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
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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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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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Display School Type in Education Tile
School Type needed to differentiate between colleges/schools/etc. with same name.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
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Ability to change the order of phone numbers and emails in NXT.
It would be nice and more efficient to be able to change the order of phone numbers and emails in NXT similar to the ability to change the order of Constituent Codes.0
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RE NXT: Make the pages of Ind. and Biz different upon changing the view. I am trying to get the phone number close to the name.
No description provided0
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Add deceased column in portfolio view tab
In the portfolio view tab there is a filter for including or excluding deceased prospects, but no column to see which prospects are deceased. It would be great to be able to see who they are so that they can be removed from a portfolio as appropri...0