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Ability to see unposted activity in account screen
Currently, we lack visibility into outstanding unposted entries, particularly in Accounts Payable. Having a clear view of any unposted activity would be invaluable in ensuring that nothing is overlooked or slips through the cracks.0 Reviewed: Voting Open
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Ability to edit distribution of a paid but unposted invoice in AP
At times, we need to modify a distribution set within an invoice in Accounts Payable, but once it's entered, we are unable to make changes. While editing after posting wouldn't be ideal, having the ability to adjust the distribution set before pos... -
Add mileage with Google Maps to Expense Management module
Locating addresses through Google Maps for use in the expense report creation process within the Expense Management module would streamline workflows and significantly reduce time spent on manual entry. -
Functionality to import a distribution set from Excel into an already created invoice
Some of our invoices contain multiple accounts, each with distinct distribution sets. Having the ability to build these matrices in Excel and seamlessly import them into an existing invoice would greatly enhance efficiency and save valuable time. -
The ability to allocate a % share for each canvasser allocated to an opportunity
Currently you can allocate a monetary value to a each canvasser on completion of a gift agreement. A % split would allow dynamic reporting on expected income for each canvasser (when combined with ask value and likelihood or expected value) so the...0 Reviewed: Voting Open
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Change Opportunities tab to be called Proposals
I would like to be able to change the Opportunities tab to be called Proposals, like it is in the database view.9 Will not implement
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Ability to add or modify Comments and Start Date for Opportunity Status in API
The Comments and Start Date for a given Opportunity Status is only editable through manual entry in web-view. I see we can GET this info through the OpportunityStatusHistory API endpoint, but there's no corresponding POST/PATCH. At a minimum, bein...0 Reviewed: Voting Open
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Export an opportunity list in NXT to a pdf and excel
Please add the ability to export an opportunity list from NXT to a pdf or excel.0 Reviewed: Voting Open
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Revert the "look" of Actions and Opportunities back to pre-08.11.2020 changes.
Helpful, at quick glance, to see... in ACTIONS: the NAME of FUNDRAISER who entered Action... in OPPORTUNITIES, to see more than BASICS; to see: FUNDING (ask amount/date) and DETAILS (campaign, fund) info.0 Reviewed: Voting Open
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Text Alert messaging system to a constituent list
Text Alert messaging system to a constituent list. It would be handy to be able to create a text alert similar to an email blast and send it direct from RE using the constituent database of phone numbers.0 Reviewed: Voting Open