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Ability to only Closed/Funded a Opportunity when a gift is linked
We are having fundraisers marking the opportunity as closed/funded without the gift being link. is there a way to restrict them from doing that.Reviewed: Voting Open
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Each solicitor can only see the opportunities they are assigned
I noticed that if a prospect has 2 proposals on their record and each proposal has a different solicitor, that the each solicitor can see the others opportunities on the record. Having the ability to define what opportunities the solicitor can see...Reviewed: Voting Open
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Filter by Opportunity Tags in Lists
Please add the capability to filter opportunity lists by media attachment tags.Reviewed: Voting Open
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Donors by Lifecycle: Make sure it is looking at gift date; not the date the record was added
BUG: Set filter to last 7 days and "acquired" donors showed a donor that gave a gift over 6 months ago (clearly not in the 7 day window). Upon further investigation, a new record was added to the system with the 7 day window and there was a duplic...Reviewed: Voting Open
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In Lists/Proposals: Need a "between" Date function in the Filters
More flexibility in the Ask Date criteria when building a List of Proposals. Currently I need to see all proposals where the ask date is NOT in the current FY, and that is not possible. Thanks.Reviewed: Voting Open
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NXT: Proposal - Proposal Action
By addingg the action on the proposal it would save time and you are in the correct space to view proposal follow ups.Reviewed: Voting Open
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Allow for opportunities to be recurring.
We're using Opportunities to also manage charitable Foundation/Trust grant rounds, the opportunity exists for a specified time window each year. It would be convenient for a mechanism that would allow an opportunity to be refreshed, or a new op...Reviewed: Voting Open
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Add the sort/break format option in Financial Reports for the Constituent Giving History report.
Please add the sort/break format option for the Constituent Giving History report in Financial ReportsReviewed: Voting Open
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Opportunities - Organizations are not displaying in list
Please include organizations in the list output. Also, it would be needed to include a filtering option to choose an individual or organization as well.Reviewed: Voting Open
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Allow for testing environment for JustGiving campaigns.
It would be nice to have a draft/development environment for JustGiving campaigns. In addition, copy features, fund selection, and/or priority area dropdown to select focus would be helpful.Reviewed: Voting Open