-
Allow more than one report tab open at once
In Reporting, it would be useful to have more than one report tab available. That way you could keep a few frequently used dashboards quickly accessible without going through the whole list to view a different dashboard.0
-
Export Portal Linked Users
Pull a list of users who are linked to the portal.0
-
For Org records add the NOTES field from the Org 1 tab into webview
Please add this Notes field (formal name is Match Notes) into webview so it can be viewed as a tile for the Org record. The reason is because we use this field heavily for important at-a-glance information about the org (not for "matching gift not...0
-
Summary Data Should Include Current Fiscal Year Giving
The Constituent Summary data has some useful information, but knowing how much they have already contributed in the current fiscal year is FAR more important than knowing when their first gift was. Please include a pre-built filter for Current Fis...1
-
Add an option in email to select const. directly instead of creating a list.
This would be helpful when you're just wanting to send an email to one or two const.1
-
More 'dynamic' date ranges
Is it possible to add an option for a custom "dynamic" date range? For my org's purposes, this is most important for looking at upcoming actions and the fact that in a Fundraiser's work center the "upcoming" list is only "this week." For example, ...0
-
Being able to link address in NXT
It would be helpful that in NXT when you change one constituents relationship it changes a spouse they are linked to. This is able to be done in the desktop version but not NXT. It seems more efficient to have the address change when one is edited...0
-
Filter by Custom Fields in Proposals
We are beginning to use custom fields more efficiently within Proposals, and it would be great to be able to filter on the custom fields we have created. Is there any plan to expand filter to include custom fields?0
-
Sort ratings by date so that most recent appears on top.
No description provided1
-
Import Constituent Photos
It would be nice to be able to import new graduating alumni & employee photos into the RE. We do use Importacular, so even recommend a third-party vendor that can do this?0