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Make it easy to see date behind report insight
It would be great to be able to see the data that is generating a particular insight in a report. For example, I am building a performance report for my fundraisers and have an insight that is supposed to show a bar chart of all asked opportunitie...0
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Workflows: Specific person if no solicitor
When you create a workflow, you can assign to first assigned solicitor, all assigned, or one specific. It'd be extremely helpful to assign to solicitor(s) and then a specific person if no solicitor is assigned. Helps with unassigned therefore inco...0
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Add ability to delete gifts that were keyed with the incorrect type code
Add ability to delete gifts that were keyed with the incorrect type code0
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All Report pieces available as insights to add to a combined dashboard
I would love to see all charts/pieces from the reporting section be available in insights to make a combined dashboard for leadership to see everything in one glance instead of flipping between reports.0
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Display School Type in Education Tile
School Type needed to differentiate between colleges/schools/etc. with same name.0
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Please Allow Security Codes to be Updated on Recurring Gifts via Amendments
To manually process failed recurring gifts (due to soft rejects) the correct security code is required. Recurring gifts often do not require a security code originally, or they have been amended with new credit card numbers over time. Those new cr...0
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Optimise Email tool for mobile and computer viewing
The email marketing tool is not set up for mobile viewing of emails of which the majority of people now view emails on. Please can you add options in the email designer to optimise layouts for mobile and computer screens. Thank you0
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Add ability to add / edit Primary Employment in NXT
Add ability to add / edit Primary Employment in NXT1
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YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.1
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View Event Participation on Constituent Record
It would be helpful for staff on the constituent record to see the Event Participation tile without necessarily having access to view the Events module.0