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Changes Made in Database View Should Reflect In Web View Homepage Under the Recently Accessed Tile
I primarily have made Constituent record updates with recently received gifts (via Batch Reports) and have made numerous contact info updates, as well in Database View. When I return to the Web View the Recently accessed tile does not reflect my u...0
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The ability to exclude recent gifts in in portfolio
There is no way to exclude recent gifts in lists, even if including a date range0
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Add the ability to pull ANY field in the datasheet view to Lists
I'm creating a report for my client and rather than having me run the export every time he needs it in datasheet view, if all the fields were an option to add to a list, he could run the report any time through the web view. Example: The education...0
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I want to be able to filter lists on the contact information such as email
Our organization has been utilizing digital campaigns and it would be very nice to access a list based on certain contact information besides just the address. For example I would like to be able to pull a list just based on a constituents email a...0
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Gift notification to recipient business when a recurring gift is generated.
When the generation of recurring gifts is being done by a source other than the recipient, the recipient is unaware of the gift unless a reminder was set up when the original recurring gift information was sent to the recipient0
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Add contact in NXT without selecting a contact type
There does not seem to be a way to add a contact in NXT without selecting a type. There is a checkbox that only appears for contacts added in database view. Please add this for new contacts in webview.0
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Show the event participant solicitor in list on constituent record
It would be extremely helpful for our execs to be able to see the event solicitor column in the events list.0
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Being able to pull primary contact information in RENXT webview
No description provided0
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Excluding projects with no activity from Account Analysis report
The current Account Analysis report includes projects with no activity within certain period of time. The report, as a result, becomes extremely big requiring additional effort to sort.0
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Ability to change campaign order in dashboards
We have our campaigns named for each fiscal year and in our campaign dashboard we would like to have them show in order from oldest to newest but they currently show based on amount committed. It would be very helpful to have the ability to change...0