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Preferred Name should be displayed in Org relationships list
An Org's contact list should include the Preferred Name for a Contact immediately visible in the Relationships tile rather than having to click into the relationship itself. When a donor calls, we need to be much more agile in responding to them, ...0
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Work Centre Table Fields to include latest gift info
It would be great for the Work Centre to have more columns available to display, like recent gift date, fund, and gift amount. That glanceablility would be beneficial to all team members.0
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In the data base view, Recently Accessed Records to be kept for log in
Whenever there is an update to the data base or a system change, I am unable to see my recently accessed records. Please don't let this be cleared.0
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Encrypt attachments
Allow for the upload of W9's to the vendor record to allow for a paperless environment.0
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Adding images to donation pages in OLX
I want our donation pages to look like the old NetCommunity pages. So our donors and administrators do not see a big change. Did not realize we would not get this when updating.0
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Partner with local newspapers to obtain digitized obits NPO can cross-reference with database
I am working as an Advancement Coordinator at an Independent School. I am being asked to manually go through death and birth notices and look up each last name listed in birth and death notices in our database. This strikes me as a highly ineffici...0
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Gift Attributes field needs to extend character allowance
We have run into an issue where gifts downloaded from OLX. The gift attribute field doesn't have enough character allowance for the data porting over. This forces us to delete some of the data so we can process. Is there a way to extend? We utiliz...0
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Add #solicited field to web view Appeal record
It would be great to see information on the web view appeal record including # of people solicited as well as # of donors0
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Restrict viewing on gift tab of certain records
We would like to see an option of restricting viewing rights from the gift tab of records coded with a certain constituency code. Currently the only option is to restrict the gift tab on all records.0
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Identify the icon/point for specific location or constituent differently than the icon/point for results when searching for constituents in the map function.
Keeping the location or constituent icon/point marked separately from the other results would be helpful so that we can go back to that point if zooming in or out. Currently, if we move the map at all we lose our point of reference and have to sta...0