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Optimized Donor Form ask amount improvements
We would like to set our own giving levels for the Optimized Forms. (Not the automated range.) We would also like to set the number of giving levels on the Optimized Forms. (i.e. we offer a "Buy A Brick" campaign and there are only two sizes.) We ...1 Reviewed: Voting Open
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Custom emails on event form (attending/not attending)
Currently all registrants receive the same email, whether they are attending or declining to attend an event. Having the option to send an email based on response (attending/not attending) would make for a better user experience, and cause less co...0
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See all Job Assignments on the Volunteer tab in NXT
To be able to review all Job Assignments in NXT without switching to database view. Set it up the same way the Events Tab is in NXT where you can see all the events and then summary field like there are for volunteer hours, have how many job assig...2
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Add ability to re-send donor confirmation email.
If a donor deletes or does not receive the gift confirmation email post online donation - it would be beneficial to have the ability to re-send the exact email gift confirmation/receipt that is associated with the specific donor form where the gif...0
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Allow address sharing updates in webview
In webview, if you update a business address, for example, the new address doesn't update on the employees' records. Similarly, if you change the address for an HOH spouse, the constituent spouse is not updated. Considering that it is faster and m...0
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Make Fund Attributes from Raiser's Edge Available in Insight Designer
This would allow for grouping of funds into collective groups. At our institution we have permanent endowments that disburse funds to specific units within our organization. Right now I have to identify these funds ONE AT A TIME to create the summ...2
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Add the ability to specify the location when adding an event in webview
Location is an important aspect of an event. Today location is viewable on the webview event record if it has been entered in database view. We want our event staff to be able to enter in the event location name and address when adding an event in...
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Reviewed: Voting Open
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View Email History button
I don't believe this was mentioned in a "What's New" update, but it seems that the Email History tab will no longer automatically show their history. It is now hidden behind a button called "View Email History" and adds a click to find information...0
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Delete Source Records when Merging Duplicates
Similar to Classic, it would be nice to be able to delete the source record once all the information is merged to the target record so we don't have to manually delete afterwards.9
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Add "Not one of" and "Does not equal" filter options for Custom Fields in Constituent Lists
I need to be able to filter a list to show constituents that do not have a particular custom field. As of now, I can only filter if they have that particular custom field.6 Reviewed: Voting Open