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Change Order of "How Did It Go" Thumbs Up & Down Rating in Actions
When you are marking an Action as completed, there is a section that pops up asking "How Did It Go?" with the thumbs down or thumbs up option to chose. Currently, the Thumbs Down option is listed first on the left. This is different than just abou...0
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Capture DOB on OLX web form
It would great if DOB was captured via the OLX web form and be saved to the constituent record. At the moment we have to capture it as a gift attribute and manually transfer across the record.0
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Filter by record type
We haven't been using our constituent codes to identify if a record is an individual or a corporation, so having this as a drill down item would help us tremendously.0
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when you export the action or portfolio lists why doesn't add all previous notes and details of actions?
Helps when reporting out my progress or outstanding progress in excel form to my SVP who doesn't log onto RE.0
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NXT Insights - Change % in custom Headline Insights
When creating a custom Headline Insight where you compare two Measures of data the percentage that's calculated is not intuitive. Instead of saying -34% it should say 66%. So then you would look at it and say the larger number (the primary measure...0
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We need a way to merge user accounts
We are finding that 'Sign in with Google' is creating multiple user accounts from some people in our organization. Rather than confirming everything from one record gets merged correctly by hand to the other record, it would be great to have a too...0
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Include merge fields in workflow ACTION
It would be helpful to add more nuanced information to a workflow action so that a fundraiser did not have to go into the full constituent record to find the information they need to do the action, and make the workflow more broadly applicable. Fo...0
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Create a dashboard gift reports from a specific fundraiser's accounts.
It would be very helpful to our fundriasers to see all the gifts in a dashboard setting from only the accounts assigned to them.0
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See List of Transactions for Event Fees Paid via OLX
Similar to seeing transactions from online gifts made via OLX, the ability to see transactions of event fees paid via OLX would be greatly beneficial.0
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Events/Participant Query
Allow us to pull the 'Education Class Of' field into an Event or Participant query. Currently we are having to ask alumni what year they left the college when they book online via Online Express because they query doesn't pull this information thr...0