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Include at least one senior prospect researcher in design team
Prospect research is increasingly in charge of data entry and portfolio management, yet we are forced to use workarounds in the dashboards and are not able to share our work desk with those who need the progress reports on needed research.0
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More Business data
No description provided1
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Clarify "Completed" vs "Canceled" Actions
An action can be marked "complete" and gets a green check box with completed date, but does not clearly indicate if an action status is "canceled". It is confusing for gift officers to see which actions actually took place vs which are complete bu...1
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There should be the option to delete an approved batch in RE NXT
It seems very strange that you are unable to delete a Batch after they are approved. It's common for donors to call and want their gift intent changed, or they didn't originally list their gift intent, so donations are coded as undesignated TBD un...0
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Sort NXT Webview list 'upcoming birthdays' by birthday
This seems like such a silly thing to create an idea for, but the chat person just told me to do so. I would like to be able to use the NXT tag 'upcoming birthdays' for a list for my fundraisers to steward donors. I would like to be able to sort t...0
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Be able to include future dated campaigns, appeals, and funds
We set up options in the database ahead of time! Why couldn't I add a new campaign to my JustGiving specific campaign default today? Because it doesn't start until next month. That's just ridiculous. We need to be able to build things ahead of tim...0
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adding fund selected by donor to confirmation email that is sent to the donor as well as Database admin
this would help with the stewardship of donors beyond the receipting. We could easily call and thank the donor without logging into see what fund they picked. When the donations are coming in quickly it is hard to be same day responsive with thank...0
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View GL distribution on a gift record
When viewing a specific gift record, it would be helpful to see the GL distribution. If anyone has a question which account or department a gift was coded to, this would be an easy way to view rather than having to log into the database view to ge...0
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Need the ability to query on past fundraiser assignments in Lists
I'm not sure if this would mean adding the ability to select based on date. I'm assuming previous assignments don't show up due to stop dates. We need the ability to be able to pull old assignments.0
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Improvement Auto-RG by allowing every second month installment frequency
We have a number of RGs who are every second month. This would be a great quality of life improvement.0