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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
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Add Recurring Gift Payment as a gift option
In database view, when you have a recurring gift and you "add new gift," you get asked if you want to apply it as a recurring gift payment and includes all the gift info. This should happen in webview too. Please!!! Otherwise all the info needs to... -
Keep grid batch entries in order user enters them for easy checking
I like to go back and check my gift entry. I usually add gifts to a batch alphabetically. I notice that when I do a batch now and save it, when I go back in, the entries are not in the order that I entered them in. When it's a lot of gifts, that m... -
Work With Gifts - Add more column choices that are available in database view.
When in 'Work with gifts' there are many columns that have not been included that are deemed important to us, the customer, that are available in database view. Here is a list of some of those columns to include: Acknowledge date Added by Anonymou...Planned
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Allow us to query primary phone and primary email
A constituent can only have one primary phone and primary email. Allow us to query (criteria, sort, output) based on that specific phone/email's fields. In the absence of a primary phone and email, if another active, not "do not call/email" phone/...Reviewed: Voting Open
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Add Credit Type to Grid Batches
In the database view, we have a credit type where we can choose Mastercard, Visa, Venmo, Apple Pay, etc. It helps our accounting department to reconcile. -
Grid View Batch - Field entry without waiting for fields to load
When entering data into batch in DB view, you can enter the Appeal ID, or the Package ID and immediately tab to the next field. In webview, it makes an API call to hunt for that information forcing you to wait a couple of beats to tab to the next ...Reviewed: Voting Open
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Add ability to see where a query is used in webview query
In Database view, you can select a query from the list of queries (highlight it) and down below you see everywhere in the system that the query is being used. This is incredibly valuable information - especially for query clean-up. I remember thro...Reviewed: Voting Open
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Add "Gift Code" as a column for batch templates in NXT
"Gift Code" should be an available column in the new gridview batch templates for working with and approving online giftsPlanned
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Show All for Fund ID in Web View Query
You can only search for Fund ID's when using One Of or Not One Of operators in NXT Query, the magnifying glass does not open up a list to "Show All" with any other operator.Reviewed: Voting Open
