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Automically Email Link for Lists on Schedule
I would like to automatically email fundraisers a link for a list on a regular schedule. Pls!Reviewed: Voting Open
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Easy access to rolling doner data, incl. #doners, rate, revenue, LYBUNT & recapturable.
The data is being pulled for the dashboard, but once the month has passed only one datapoint is available. Easy access to the lists behind the data straight from the dashboard (as per year to date) would be lovely too. Perhaps an option to filter ...Reviewed: Voting Open
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Make gift attachment available in gift lists.
It would be helpful to have the gift attachment available to include in gift lists. We visit attachments (media) often when trying to gather additional information about a gift that is not included on a gift record. We have large corporations with...Reviewed: Voting Open
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RE NXT Gift List - total giving
I'm running a gift list for a fiscal year, to be used for a donor honor roll in the annual report. The gift list doesn't allow me to include total giving, just individual gifts which then need to be manually added to give me a total giving for a f...Reviewed: Voting Open
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Allow the option to leave "Gift Date" blank in Reports
The current setup for selecting Gift Date in reports is only based on a specific date range. However, we often receive multi-year gifts where a donor will commit to a gift several years in advance. I propose that an option be added where the Gift ...Reviewed: Voting Open
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Filter by Subcategory
In NXT I would like a filter for Subcategory as it would help with our hierarchy to filter out the specific subcategory we are looking for.Reviewed: Voting Open
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All Lists should offer the same options (filters, columns, output)
I've been reviewing ideas to provide my votes and it seems there are several ideas that seem to be pointing to the same theme... Why can't we use the same criteria/search/output options on every type of List? And then the output should reflect the... -
Include BBNC email 'Date Sent' as an available field within RE query builder
Date Sent is available to view within the Netcommunity Tab, but doesn't appear in the list of available fields in Query. We would really like to be able to query constituents by when they last received/opened/clicked an email. Adding this field to...Reviewed: Voting Open
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Refresh Page should be faster
When I want to look at my reporting page, it says it could take up to four hours before the information is accurately updated. That is a ridiculous amount of time if you are wanting to keep track on a daily basis. Is there a way to quicken that pr...Reviewed: Voting Open
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Give the ability to filter constituent addresses by either home or work address
If you want to pull a list of people who work in an area, that is likely a very different list than people who reside in this area so you should be able to separate the two.Reviewed: Voting Open