-
Attribute constituents reviewed and added through Online Data Review to the specific user
When constituents are added through online giving forms, the constituent record properties currently show that they were added by "NXT System User." If a constituent is created through an online gift but is processed through Online Data Review by ...Reviewed: Voting Open
-
Introduce bulk grid editing for all record types
I saw this in a demo for another CRM and it looked so slick and useful. Like a more granular Global Change, but you get to see the selected records and selected fields in a big grid/spreadsheet that you can edit, either one by one right in the gri...Reviewed: Voting Open
-
Additional Matching options for Constituent Forms
Currently there are three options for constituent matching with constituent forms, but I think the "middle" category of only reviewing those without a match should be tweaked. While it currently appears to create a new address/phone/email, this ca...Reviewed: Voting Open
-
Globally Change Records (Constituent and Gifts)
We heavily use Global Add records as Constituent Actions, Attributes, and Solicit code. As well as Gift Attributes. Please add this functionality.Reviewed: Voting Open
-
Show named guests in Online Data Review for event guests
It's great that we can now review event registrants with the online data review, but it would be even better if the guest names entered by the registrant were also included in the online data review. We just started using event registrations and a...Reviewed: Voting Open
-
Add address to tribute search in online data review
When going through tribute online data review it would be ideal to include the address in the search results. If we receive a gift in memory of a common name like John Smith, seeing the address in the search results helps narrow down the correct J...Reviewed: Voting Open
-
Ability to match Organization Name to Individual Constituent in Online Data Review
In online data review there is a need to match the" Organization" to an individual constituent record. The reverse of this is already true ("Donor" can be matched to an organization constituent record). It would be great if we could match "Organiz...Reviewed: Voting Open
-
Global Change General Ledger
As you move forward into migrating global change and import into web view it would be great to have more options to be able to update in addition to the ones that are already there. General Ledger Strings may need to be updated and rather than doi...Reviewed: Voting Open
-
Import recurring gift amendment notes
When bulk editing (amending) a set of recurring gifts, it's important to add a note to them so that we know why the RG has been updated. However you can't bulk upload notes to those amendments, meaning the amendment goes in without a clear reason/... -
Have different settings for online donation form matching vs event participant matching
Have different settings for online donation form matching vs event participant matching. For example, we would want to review every single online donation that comes in but only want to review event participant records when they do not auto-match.Reviewed: Voting Open
