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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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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 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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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
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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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Heatmap
For better event management, we can show Heatmap to constituents. This Heatmap will show number of donors' intensity area wise. This can give high or narrow level view of the donors to the constituent. With its help, constituents can easily judge ...0
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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