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Add "backup" list of gifts per solicitor in the Goals section
It would be really helpful if under goals in NXT (on a solicitors record), you could click into that goal and see the list of gifts that add up to equal said goal! It would be much easier to find discrepancies than running a solicitor report in th...0 Reviewed: Voting Open
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Default to Assigned Solicitor as the Fundraiser when adding an Action
This would make it less likely for the Fundraiser to forget to add themselves to the Action.0 Reviewed: Voting Open
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Having a spellcheck feature within the Actions and Notes would be awesome!
It would be nice to help prevent misspelled words in action and notes.1 Reviewed: Voting Open
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Add membership card scanning to work center search bar
It would be very helpful to have the ability to scan membership cards in the work center, rather than having to open up database view. The work center is already a more streamlined view of constituent records and is easier to navigate quickly. It ...1 Reviewed: Voting Open
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Keep the notes active when hovering over one note in the list of actions
It would allow me to read all of the note, before it disappears, which causes me to have to re-open it, when there are many long notes, this becomes quite problematic0 Reviewed: Voting Open
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Add a way to upload interactions to multiple accounts at one time.
I currently have to individually add 200 interactions for a letter we sent out.0 Reviewed: Voting Open
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In the action record, allowing for the When? to be editable.
This would allow for use to make Past default instead of Future. Thos would allow for the completed button to be check marked and not have to go back.0 Reviewed: Voting Open
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Automatic Actions in Web View
Client would like to add automatic Actions when sending an email in Web View.0 Reviewed: Voting Open
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Highlight Face-to-Face Actions in "Actions and notes" section
As a development officer, it would be helpful to see quickly if there have been any face-to-face meetings at a glance. I typically have to open the actions and review all to see if there is a record of one. Maybe it could be displayed an icon in t...0 Reviewed: Voting Open
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To add if the action is inbound or outbound to the top level view
To add if the action is inbound or outbound to top level view under actions so you can easily see it without going into the edit field.0 Reviewed: Voting Open