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Fundraising Reporting Overview - "Total Past Due" creates list that is missing the installment amount
When clicking from Fundraising Reporting - Giving Overview into the Total Past Due amount it creates a list that has no way to view the installment amount that is overdue. It shows the full pledge amount and the remaining balance due but you have ...0
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Add action start time to action list export
When scheduling meetings for a group, it is helpful to be able to list the meetings in time order. Unfortunately Action Lists cannot display or be sorted by the Begin time. Adding Begin Time to the export would at least allow the spreadsheet to be...0
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Add filter on action notes in actions list
It is sometimes necessary to filter on the type or contents of an action note. This functionality should be available in web view.0
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Allow option to apply list filter to manually added records
I was really excited to see that it is now possible to filter lists by individual/organization. Unfortunately, it doesn't work when records are added to the list manually. This is a huge glitch that really limits the utility of this new feature. P...1
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Filter on a country when using location filters in lists without specifying a specific town etc.
At the moment you cannot create a list that groups all constituents in a certain country. You must select city/town or further address fields too. This seems like an unnecessary step.0
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Correct picture of constituent reflected when you click map from List
I have a list I created for the Board when you click the location/map option the pictures that go with the constituent are not accurate. This would have been helpful for the on-boarding of a new employee who is trying to associate names with faces...0
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Being able to adjust map filter once set
It would be nice to adjust the filter box once the map filter is set. Also, it would be good to have a circle radius, or create your own map filter function.0
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Add action start and end time and to column options in action lists
We plan to begin using action lists as a way for various locations on our campus to track expected guests/visitors to our site. When adding meeting actions, we are able to enter a start and end time, as well as a location, to the action. It would ...0
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From a team member with rights to view other fundraisers: When logging in I am always defaulted to another member. Why doesn't it default to me?
I'm not sure how the default fundraiser is chosen, but this is causing confusion for my team member as her information is always replaced with someone else on the team.0
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Single Constituent Addition in NXT
We have created many static lists for multiple people on our team to view campaign prospect listings plus various city listings so multiple can see updated actions and gifts in real time. The problem is that we can not remove or add indivual peopl...1