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Make it easy to see date behind report insight
It would be great to be able to see the data that is generating a particular insight in a report. For example, I am building a performance report for my fundraisers and have an insight that is supposed to show a bar chart of all asked opportunitie...0
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Workflows: Specific person if no solicitor
When you create a workflow, you can assign to first assigned solicitor, all assigned, or one specific. It'd be extremely helpful to assign to solicitor(s) and then a specific person if no solicitor is assigned. Helps with unassigned therefore inco...0
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Add ability to delete gifts that were keyed with the incorrect type code
Add ability to delete gifts that were keyed with the incorrect type code0
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RE:NXT lists
In RE:NXT will the lists be able to be based on Attributes? Currently they seem to be based on Constituent Codes and I am worried we will end up with over 200 constituent codes after spending 2 years reducing ours to less than 100.0
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Outlook Plugin- Append previous action
I actually saw something similar on the idea board but it was from almost 2 years ago so I thought it would be good to suggest again. It would be great if we could select whether to create a new action or append a previous action when we use the...0
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All Report pieces available as insights to add to a combined dashboard
I would love to see all charts/pieces from the reporting section be available in insights to make a combined dashboard for leadership to see everything in one glance instead of flipping between reports.0
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Optimise Email tool for mobile and computer viewing
The email marketing tool is not set up for mobile viewing of emails of which the majority of people now view emails on. Please can you add options in the email designer to optimise layouts for mobile and computer screens. Thank you0
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Add more font types to email
Our charity uses the font Monsterrat when we cant use this we use Open Sans as this is the closest to it. The extremely limited font choices on the email marketing tool make the emails we send look like they are impersonating our charity and are n... -
Please Allow Security Codes to be Updated on Recurring Gifts via Amendments
To manually process failed recurring gifts (due to soft rejects) the correct security code is required. Recurring gifts often do not require a security code originally, or they have been amended with new credit card numbers over time. Those new cr...0
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View Event Participation on Constituent Record
It would be helpful for staff on the constituent record to see the Event Participation tile without necessarily having access to view the Events module.0