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Be able to change the date of a gift while in the Web View
At times, we need to change the date of a gift to coincide with our deposit dates to the bank. Currently, we cannot change this date in the Web View. I have to go back and forth from the web view to the data base view. Would like to just stay in t...0
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Append actions with the outlook/gmail plug-ins.
It would be great to be able to append more information to an action you've created with the outlook or gmail plug-in. It's great that when sending an email you can create an action right there but I don't want to create an action for each part of...0
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Want to be able to choose more than one date in an Action list filter
I think the fact that you can filter by "this month" and "next month" in the Actions Lists are very helpful but I need to be able to choose more than one at a time. Our Major Gifts officers want a List that shows them the upcoming actions that the...1
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Add links to Lists in Dashboard Builder
A dashboard puts useful information in one place. Much of that can be accomplished by Insights, but not all. It would be very helpful to add links to Constituent/Action/Gift lists to the dashboards.0
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Help us identify employers that match gifts
Hi, it would be useful if there was and indicator somewhere when a prospect works for a matching gift company.0
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Allow more characters in Financial Information entries.
With the new 255 character limit, I will not be able to add new information in a single running entry, and will now have to create a new one each time for Private Foundation Assets. 255 is also not adequate for some entries.1
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Linking the gift t o tribute in online-base
It should be possible to link the gift in online-base to a tribute without the need to go into database and make changes. We set up memorial campaigns, and receive 100's of gifts that I have to manually link to a tribute switching between online-b...0
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Would like to export the list of names in "Users and Admins" and export the last login date/time for those users?
For oversight of users.0
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Constituent queries on NXT need to allow include with email
Any workflow that includes an email and then an action is going to add an action for records with no email address even though the email was not sent. This will be confusing to staff reviewing the record.0
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In NXT I cannot open the Word file in actions created in RE
In RE I create letter actions by clicking "Letter" and then create the document and add as a new action. When I open the action in NXT, I do not see the Word icon to open the letter to review the content.1