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Pop up Solicit Code when adding action
This way, if we add an action for a Phone Call or a Mailing, the solicit code will pop right up and say "hey, this donor doesn't want that, probably shouldn't add it".0
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A summary field in the constituents account that always shows their total giving. Just like there is the option to pull up last gift, first gift, largest gift etc...
No description provided0
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NXT: Gmail Plug In: add new email address to a record
If a constituent emails you from an email you do not already have it just says it can't find the constituent. I would like to then be able to search the database, find the record, and add that email address in, then proceed to add the action. I sh...0
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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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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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Include specific notepads on lists
Our fundraisers use a notepad to summarise their current planning with a prospect. It would be useful to include this on NXT lists.0
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Custom Insights Add Gauges as a chart output
Add gauges as a chart output option in Insights. Many organizations still need to export data and create in Power BI because they need more functionality than Insights can offer.0
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Keep major city names viewable on map view of lists
When there are a lot of records on the map view, the major city name disappears as the records (red dots) appear. It would be nice if the name of the city did not disappear as you zoom in and out. It's hard to tell what major city you are looking ...0
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Move Appeals to the Actions & Notes Tile
I would love to see Appeals included in the Actions & Notes Tile. Functioning in much the same way, where you can see all three types mixed together, or select which of them to see. I get that Appeals on a Constituent Record aren't Records in ...1