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Add Benefiting Unit as Filter in Analyze
Being able to generate analytics based on the benefiting unit for a gift, rather than just the fund, would be extremely helpful for when we prepare results to present to our various units. Currently this is not available.0
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Make an automatic address share option for organizations and primary contact relationships
Right now, to give a primary contact for an organization the same address as the organization, you have to open the primary contact, click Relationships > Copy/Share Address from Another Constituent > search for the organization > Ok. It ...0
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Add phone number to "Join our Email List"
We need to capture phone numbers as well as email addresses for constituents besides on the donation form. We have a "Join our Email List" link on our website but that cannot be edited to add a phone number field. The only way currently to capture...0
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Phone types not showing in Webview if the phone type is configured with a format in database view
We ran into a case, where one of our worker needs to enter a US company's phone number through web view. When he type in the number, the web view auto-detected the number is a US based number, so the country switched to US. Then he went back to se...1
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Allow for a security setting that restricts access to a Gifts to a Fund field
This would allow for confidential donor info, via Fund, to be kept confidential to certain staff. This would be beneficial to larger associations, universities, ect.0
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OLX privacy policy and unsubscribe titles need to be able to edit
I need to add the French translation for privacy policy and unsubscribe at the bottom of an email notice in OLX.0
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Comments on registration fees in Events in Web view
In database view, we are able to add comments to a registration fee - we have been using that for things like the parking pass number that someone is being assigned. We are not able to do this in web view, which is limiting its functionality for s...2 Reviewed: Voting Open
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Workflow query field for "Gift Receipt Date" of "Today"
We need the option to create a query where you can filter by "gift receipt date of today". After I send an email gift receipt from NXT, we would like a second automated email to go out. Currently, this is not possible.0
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Custom Fields on Initial Action Screen
We can now access Custom Fields on Actions, but they are only accessible once the action has been saved and re-opened. I have some employees who will start to enter Custom Fields on Actions, and it would be helpful if they were accessible from the...0
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Enter gifts in RE NXT
Please allow us to enter gifts through RE NXT.1