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Format of Opportunities - please change back to pre-8.11.2020 look.
Please consider 1) being able to customize the view, or 2) changing back the format of the Opportunities so you can see more than the "Basics" at quick glance. It was helpful to see: FUNDING (ask amount/date) and DETAILS (campaign/fund) info witho...0
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Adding gifts in web view would automatically add Appeal to the constituent record
Right now, if you add gifts in the database view, the appeal will automatically be added to the constituent record. This is not the case in the web view. It would be really helpful for that functionality to exist on both views because right now it...2
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Allow multiple email addresses from single email to be saved as an action
I often send emails to a list of people, but not a list pulled through RE or NXT. I would like to be able to save that email to each individual's record as an action by being able to select multiple consituents from the RE plugin on my outlook. Ri...1
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Enter Credit Card gifts without charging in NXT
Right now, there's no way to enter a credit card gift in NXT without charging to the credit/debit card. That makes it impossible to enter gifts that have already been processed through BBMS (for example through web-based donations forms) or that h...1
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In Retention and Acquisition reports I'd like Constituents to be counted in all of their Constituencies
We prepare very detailed retention and acquisition reports at the end of the FY. We're a school and donors often have more than one constituency. I need to have the ability in Retention and Acquisition reports to have donors count in each of their...1
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Only sent appeals to the Donors should be listed under Appeals tab.
When a gift entered for $1000, if chosen appeal is Unsolicited, it is auto updating Appeal tab of the Donor record showing Unsolicited appeal with $1000. Is there a way to remove it from automatically being added, our leadership wants to see only ...1
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Allow "Save a Copy" on Lists set to "Allow Others to View by Not Modify"
We often want to set a "default" list for our users to build more custom lists from ("save a copy"/"save as new"), but we can only do that if the users can modify the default, too, which defeats the purpose of having a basic or default list format...1 Already exists
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Remove requirment for middle initial or full first name when searching for event participants
Currently required to add middle initial when searchng list of hundreds of reunion event registrants. Who knows this info? Or accept wildcards for search. Would be nice if search could find any match such as Brad Smith for Bradley Smith or allow w...3 Reviewed: Voting Open
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Incorporate end-user documentation into NXT
When I enter my table values, allow me to enter the definitions of how those values are used so that when an end user floats over the values they get immediate instructions on how our organization uses solicit codes, attributes, inactive, etc. Th...1
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Allow formatted phone types as options for event forms
Currently receiving event registrations. Phone #s coming into RE as "PhoneFinder" type as that is only phone type that has formatting <none>. I want to be able to capture cell and landline #s with the correct type but as these #s are formatt...