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Add more criteria options for ratings in Export
Enhance Export Criteria: In Export there is merely one option for controlling the output for Ratings -- the Source field. Target Analytics delivers nearly all of its modeling scores with the same source code. We have 9 Target Analytics scores. Eve...1 Reviewed: Voting Open
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Event Participants
We should be able to add participants to an event without having to count them as a new constituent. Especially if those participants are one time only participants for a camp or event. We sometimes have younger kids in our system for volleyball c...0 Reviewed: Voting Open
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Note Templates for Constituent Records
In order to ensure policies are adhered to, being able to create note templates for changes to constituent records would be time saving. Example: Address changes: Date notified Previous Address: New address: Method of information received:0 Reviewed: Voting Open
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Ability to Pin to the Top a Custom Attribute
No description provided0 Reviewed: Voting Open
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Letter/Pledge Reminder history in NXT
Being able to see any communication sent to a constituent would be helpful in NXT. Currently, can only get this in a database view, but as a Mobile user of NXT, it would be great to be able to see all activity.0 Reviewed: Voting Open
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Ability to define where constituent summary information comes from to auto populate.
I have briefing loaded in constituent notes that I would like to somehow magically have populated in the constituent summary on NXT. I hate the thought of having to copy and paste each briefing one-by-one.5 Reviewed: Voting Open
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Allow summary note to be deleted
We would like to be able to delete a summary note. Currently, once a note has been added there is no way to delete it and have it remain blank, it can only be replaced with new text.2 Reviewed: Voting Open
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Collaborative Lists (when multiple stakeholders want to review add/exclude at the same time)
A collaborative list function so that multiple stakeholders can make edits at the same time without overwriting each other's. We have a lot of comms that we give our fundraisers the ability to opt people in/out of and we tried to keep things in th...0 Reviewed: Voting Open
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New search function
Wanted to give feedback and say that I do not like the new search bar/removal of the search bar. It's another step to simply search for members.5 Reviewed: Voting Open
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Create Letter in Web View
Client recommended having the option of creating a letter in Web View, not just an email.0 Reviewed: Voting Open