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Enable attachments to be added to database view when inserted in web view.
As a admin, I spend almost 95% of my time in database view. I do not want to waste my time having to check web view for attachments that were inserted in web view by other users.2
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Add columns in Opportunities NXT report
The Opportunities report (under Opportunity review) is brilliant but it would be great if it would be possible to add columns (in particular Amount asked, Amount funded, Prospect Status) in addition to Expected Amount. It is often more useful to s...1
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Create "Forward Email" Button so constituents can forward emails without being unsubscribed if a person they send it to clicks 'unsubscribe.'
The Unsubscribe link in emails are connected to a constituent account. If that recipient forwards the email to someone and they click 'unsubscribe' it unsubscribes the original recipient, your constituent. Mailchimp has a "Forward to a Friend" but...1
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Presence of 'and' in first name field to raise duplicate score
A couple of duplicates have snuck through recently where an existing donor has given via a webform and given both their and their spouse's first names e.g "Pauline and Norman" entered as first name. Despite a partial match on the first name, and m...0 Reviewed: Voting Open
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Ability to "tag" multiple constituent records when creating action records
We would like to see the ability to "tag" multiple constituent records when creating action records. For example, if a fundraiser has a meeting with multiple donors, the fundraiser must enter an action record multiple times (once for each of the d...2
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Allow all donations from a form to be exported, not just recent donations
The statistics for specific donation forms need to be better. I would love to be able to export or even just see a list of all donations to a form. Right now it only lets you see "Recent Donations" to a form, which is not helpful. I think statisti...0 Reviewed: Voting Open
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Make Fundraiser Type in NXT a required field if it also a required field in DB view
We have "fundraiser type" as a required field in Database view. In NXT however, it is not populating a required field. That means people are assigning solicitors in NXT but not being prompted to select a fundraiser type. We sort on this field so i...1
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Add automatic receipts for recurring gifts
I'm quite surprised this isn't already possible--we'd like to automatically send a receipt after every recurring donation.0
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Add Giving Prefrences Via NXT
Under Prospect Management I love that I can now see giving preferences via NXT but because these are things our solicitors may adjust after visits it would be nice if we could add or subtract in the NXT view.10
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All Fundraisers Default in Work Center
For admin fundraisers, it would be great to have an option to default to "all fundraisers" instead of your individual fundraisers work center. as a supervisor with multiple fundraisers working under me, i spend more time looking at all my fundrais...0