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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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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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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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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 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 city state for organization in Relationship tile
We have a large number of organizations (churches specifically) with the same name, so it would be helpful on a constituent's record to see the city and state for that Organization in the relationship tile. Currently all that is displayed for an o...0
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Notes - Needs an expandable or larger window
I am unable to see more than 3-4 lines of text. I keep an ongoing record of essential donor relationship information and its impossible to read as I have to skip up and down so much. Would be best to have a larger Notes window or an expandable win...0
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List Edit View
The ability to turn on 'List Edit View' in NXT, where you can click into a field from a list (without any popups), make an edit, click out, and then the change is saved on the profile.0