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Possible Bug with Opportunities in NXT - Unable to see attached media
We are unable to see media linked to a proposal when looking at an opportunity in NXT. The Media is on the constituent's full record in NXT. It is also available in RE Database view from the Proposal.0
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Participant Options as a column/filter on participant list and for Export
If I want to tally total number of Large t-shirts, salmon dinners, or any other participant option - right now I have to click into each participant record individually. This does not make sense. Also, could get around this if the Participant Opti...3 Already exists
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Action Location to be available as a free text field not just a drop down table
want to be able to enter postcodes of where visiting so table would get overrun and not useful values to store, or report upon1
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Copy Scheduled Messages
It would be nice to be able to copy a scheduled email instead of having to unschedule, copy, and then reschedule it.0
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Stop Marking Addresses Inactive when a constituent is marked as Deceased
We need more flexibility on what the default sets are for when you mark a constituent record as deceased. It would be nice to have the address and email automatically marked as Do Not Mail/Do Not Email instead of marking them inactive completely, ...0
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In NXT Donation Form Designer: Allow Direct Debit as Default option
Credit Card is selected as the option and there is no option to have Direct Debit be the primary option when designing a donation form. This would be preferred especially for donors giving monthly0
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Export with individual childrens' relationship using the childrens' class of as the "order by" in the criteria
The president of our school asked for a report listing all past and current parents including the names of their children in age order. The only information we had to create this report in age order was the "class of" under the individual/educatio...0
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One Click link for Bounced Back Emails
Can a live link be put on screen for emails that are bounced back, similar to link for the opt outs? It would be a one click, then to get to the donor record and update, instead of having to go into the record from email - long delay with this. Op...0
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Action or notes tied to constituents are synonyms
When a gift officer adds action to one spouses record, would like that same note added to the other spouses record simultaneously or synonyms. This way double entry of notes and or actions do not have to take place.0
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Ability to report on percentages in Pie Charts
It would be helpful to have the ability to report percentages in Analysis > Report Builder > Insights. Right now the only option for a pie chart reports on gender. The data can be manipulated to report on different information, but only outp...0