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Action List Clean Up
It would be helpful to have the option to work with all of actions not havig to specify open, completed, past due.0
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Ability to customize participants list columns per list, not just carried through to all lists.
I hate that participant list columns change for all lists, and not just the specific one you're working with. Our participant lists need to show info based on that event, not the same across the board. You should be able to set different info for ...0
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Allow option to manually add a JustGiving fundraising page to a constituent record
If the P2P info is accidentally deleted from a constituent record, there is no way to re-add it, or to credit them as a fundraiser when future gifts come in through their page. Even if some of the integration functionality is lost, it would be use...0
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Filtering / editings Saved lists
I am building and saving a lot of lists. But i want to re-arrange and rename some of them. I hate the "big" button look to it, can we make it a little tighter or create the option to move and put specific lists in different order? For example, i h...1
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Write off viewing capabilities in NXT
NXT needs to have the functionality to show if a gift has been written off. Right now, it only shows a zero balance but doesn't indicate if was paid by the donor or if it was written off. There should be a column available to see this information ...0
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Option of entering an anniversary date of monthly giving that flags a thank you letter reminder.
I would like to be able to send a thank you letter to our donors at their one year anniversary date of monthly giving. It is frustrating and hard to keep every donor's date recorded manually in a separate calendar software. Would be nice if the pr...0
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Add phone number field to the e-mail receipt form following the address lines
Follow-up to thank a donor requires a phone call ASAP after receiving notification of a new donation. Having the phone number on the receipt saves time and effort spent on searching for it in the donor's record. Many times, the phone number may no...0
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Add Bank Deposit / Direct Deposit / Bank Transfer gift payment method
We receive many donations where constituents go to a bank and make a bank deposit into our account, we also have many that do a Bank Transfer / Direct Deposit from their account into ours. There is currently no way to record these except as "Other...2
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Ability to set custome timeframes for when automated emails send in workflows.
For example, if a workflow series is triggered, can we choose to have it only only send the emails M-F, 10-3pm (or another custom timeframe?)0
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Giving vs. Giving History
I'm not sure why the giving was separated into two panels but if it's going to be this way can you at least change the panel that's now called Giving to Giving Summary. That's really all it is and just calling it Giving is misleading. Someone new ...0