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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.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 ...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 problematicReviewed: 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.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.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.Reviewed: Voting Open
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Be able to view action document names and/or subjects in NXT
When you view actions in NXT, you aren't able to see what the action is. If we could view the document name or subject, it would give us a better idea of what kind of email/mailing the constituent received.Reviewed: Voting Open
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Update Lifetime Giving in NXT in real-time after merge
Update Lifetime Giving in NXT in real-time. Lifetime Giving currently doesn't update automatically after merging constituents including gifts. It takes a few days for the giving to update; would be helpful to have it update immediately after a merge.Reviewed: Voting Open
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Customizable recurring gift options
We would love to have the option to rearrange the order of the recurring gifts that appear in the drop down. For instance, the default is "smallest to largest." We have weekly and monthly options listed, so weekly shows up first, in the drop down....Reviewed: Voting Open
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Have the ability to create a List from groups and tabs in the Work Center
I would love the ability to create a list based on a group in the work center. My exact use-case... right now I am trying to segment 160+ past due actions showing in a fundraiser's work center, however because the actions themselves aren't assigne...Reviewed: Voting Open