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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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Add event participants with ACTION list
Right now you can not use an action list to add participants to an event. You have to use the desktop version and globally add them from a constituent query. SUPER annoying, especially considering that "Invite to next event" is a very common actio...0
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Security group for Add-ins and Apps
As we add more apps from marketplace, we should have security options to choose who has access to what, and where an app shows up. Apps that are in testing don't need to be accessible to the entire team - it will create confusion.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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I would like to see the one to many function in NXT be updated to add the actual date done and mark completed.
Currently I have to go back through and edit all the actions I put in so that I can change the date and mark complete. I could not do a global add due to not knowing/finding what query was used for this list to began with.0
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View all Actions on an Opportunity
In the same way you can click "Actions" next to the number of Actions on the tile on the Constituent's record and see the entire list of Actions, it would be helpful if one could do this for Opportunity Actions on the Opportunity record. One can't...0
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Mac email add-on
My organization uses Mac computers, so it would be really great to have a Mac email add-on, similar to the Gmail and Outlook ones that are currently available.0
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List filter Auto and Manual RGs and Pledges. Similar tag in Insights.
For reporting and monitoring gifts.0
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Adding Fax to NXT
It would be beneficial if users were able to add all contact types available in Database view within the web view to reduce the need to toggle between the two and ensure accurate recording of information. Currently there we cannot add a fax to the...0