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Allow recurring gifts to be linked to a proposal
Recurring gifts are the only gift type not able to link to a proposal. We need to be able to link those.0
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Synch Prospect Status and Assigned Solicitor from NXT to ResearchPoint fields
It would be great to know who is already assigned in ResearchPoint when doing prospect analysis0
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The ability to restore a deleted opportunity/proposal from database view.
Currently there is no way to restore a recently deleted opportunity or proposal from the constituent record in RE.0
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Prospect Insights - sync Target Gift Range updates to Ratings area
The target gift ranges that appear in prospect insights are super helpful; however, they do not update anywhere else in the ratings area on the constituent's record. We have old target gift ranges from ResearchPoint in our database that are showin...0
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Ability to add an "other" field to the optimized donation form
Even though the donor can enter any amount in the blue highlighted field (see attached photo), having an "other" button guides them to using that option, instead of only the four ask amounts listed.1
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Sharing Analyze Fundraising Dashboard
It would be nice to be able to set up a an Analyze Fundraising Dashboard and share it across all users, rather than setting it up on each person's computer.10 Reviewed: Voting Open
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Donation forms in the Portal should pre-populate
When someone has logged in to their donor portal, and makes a gift, the donations form does not populate with the address or email. Since a person has already logged in, that information should pre-populate.0 Reviewed: Voting Open
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Add Solicitor/Fundraiser Type filter in Insight Designer
We use fundraiser types very heavily to segment our various prospect pools. It would be very helpful to be able to filter on this and have this as an attribute in Insight Designer.2
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Create a list in RE NXT on constituents with email addresses
We would love to be able to simply pull a list of constituents that have email addresses0
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List/Query Based on Attachment in Web View
We really need some sort of way - either through List or Query - to isolate records that have an attachment on them. For example: I've inherited a database in need of some serious TLC, and one of the tasks at hand is to remove garbage records from...1