-
Filter action lists by constituent type
You can filter Action Lists by Fundraiser, but if you could filter by Constituent type it would improve ability to find the actions you are looking for faster.0
-
Export Action Summary column in RE NXT when making an Action List - see Article 115350
No description provided2
-
Show Gift Subtype
I saw an idea about having gift subtype in gift entry but it need to actually appear in the gift record as well. We have subtypes for payroll-deduction and land sale type (as an environmental organization). It's important to see these fields to ac...1 Already exists
-
More filters needed in benchmarking
Unfortunately, we have a number of non-donor pass-through "gifts" in our system. Please add more custom filters in bench-marking so we can clearly separate these "gifts" out.2
-
Add new 'type' in Notes & Actions and 'category' in Custom Fields
It would be useful to be able to add a new type under Notes and Actions, and a new category in Custom Fields. At the moment this needs to be done in the database view. Having this functionality in webview would speed up the process.1
-
Blank Nickname Issue: NXT & DB
The issue occurs when you add a new constituent in RE: NXT and leave the nickname field blank. And/or deleting a nickname from a record in NXT. Then if you run a query (DB view) of constituents who has "nickname equals not blank", or a query that ...0
-
Appeals within constituent lists
I want to see the appeal associated with someone's latest gift within a constituent list as its own column. I also would like to see the last appeal someone received as a column within a constituent list.0
-
New mergefields for NXT email - Birthdays and Pledges
In order to be able to use the mail function to email birthday greetings need to merge fields such as birthdate - better if it can be broken down by birthday month and age to mark special birthdays. Also pledge reminders, please add the ability to...0
-
Report Builder - add Fundraiser type to filters
We would like to filter based on primary staff assignment and discovery assignments. Adding the ability to filter by fundraiser type would make this possible for us.0
-
Fiscal Year
I would love the ability to add an ouput column of "Fiscal Year" when using a gift query/export0