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Date Picker - Allow date entry in YYYY-MM-DD format in Analyze/Lists
This is related to the "Consistent Functionality" Idea from 2016 . (https://renxt.ideas.aha.io/ideas/RENXT-I-257) When I add an Action to a record, I can type "2018-3-1" for the date picker to insert and recognize 3/1/2018. BUT when I'm in the Fun...0
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Create a YTD Opportunity!
I tried to create one myself because I wanted one place I could see the total giving for the year, actions for the year, etc. all within the constituent's record on webbased view. I know there are other ways to find it via reports and database vie...0
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Summary on Opportunity Boxes
It would be helpful to be able to see the total amount funded and number of gifts given towards the opportunity. I know you can see the total under database view, but it would be helpful to see it in webbased view too. -
RE NXT: Make the pages of Ind. and Biz different upon changing the view. I am trying to get the phone number close to the name.
No description provided0
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Dynamic event participant lists that can be used in a workflow
It would be great to be able to create a workflow that sends an automated email to each registrant in an event, as soon as they register. Currently the constituent list you can create from an event is static.0
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Test Database - labelling/identification
An observation that we have made is the lack of distinctive features between the Production vs. Test DB views that could make it very confusing to navigate/function between the 2 environments and have the following comments/suggestion: * The Web v...0
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Add to Home screen - Maintenance schedule announcements
It would be great if Maintenance Schedule announcements can be to the Home or a have a pop-up to let users know when service will be affected. Currently, we are relying on Admins to disseminate the info.1
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Sort NXT Portfolio by city/state
it would be great to be able to sort our portfolios by city/state added flexibility0
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When add appeal, add pdf of appeal to the appeal description
It would be wonderful if we could add a pdf of the appeal to each appeal when we add it to the database. Then, in NXT, when looking at a constituent record, we could see which appeals the person received, and actually view a pdf of the appeal.1
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Add an Action when a gift statement is sent in NXT
These statements are sent (currently) without the ability to preview them, and they are also not recorded in a constituent's record. This is poor record-keeping; we need to be able to preview receipts & statements and have a record in a donor'...0