-
Allow us to filter Benchmarking dashboard data by fiscal year
We love the new Benchmarking dashboard. However, we work by fiscal year, not calendar year. Please add the ability to filter by fiscal year, as set for our organization in RE database view > Configuration > General. -
See full solicited list in appeal record
The appeal record is great. We love being able to see the list of donors, being able to upload attachments, and the analysis tab. However, it would be great if we could also see the list of who was solicited with this appeal. I add appeals to the ... -
Higher contrast outline of button selections in Gift Batch entry
Currently while tabbing through custom fields and other options in Gift Batch entry in Unified view, the contrast to show that the "Done" button is not extreme enough. The black outline around the royal blue buttons do not have a high enough contr...Reviewed: Voting Open
-
Add ability to view properties of opportunities
Viewing properties for proposals is essential to see recent changes, and import ID information for proposals is vital for identifying a specific proposal, knowing when changes were made, and by which user.Reviewed: Voting Open
-
Constituent matching in online date review
In online data review allow searching by same fields as available in database view - email, postal code, etc. Users should be able to access full suite of parameters to match with existing constituents to avoid duplications. -
Add gift subtype to "field to use" in demographic and statistical reports
We should be able to run standard reports on what percentage of each gift subtype we receive.Reviewed: Voting Open
-
Add "Other Amount" option AND ability to turn off auto-filled gift amount on Optimized Donation Form
We are excited about the new optimized donation forms; however, we have some concerns. Currently, there’s no option for donors to select “other amount” or to disable the auto-fill feature that suggests a predetermined gift amount based on a propri...Reviewed: Voting Open
-
Add Spouse column to lists in RENXT
It would be useful to be able to add a spouse column to your lists in RENXT in the event that you need to include them in a mailing etc.Reviewed: Voting Open
-
Pledge Payment Reporting - Multiple Installments With One Donation
When running an export or report, Only the latest amount applied to an installment is pulled for that field. What I am looking for is an option to pull the latest gift applied to the pledge. This mostly occurs with the Stock payment type, but does... -
Duplicate Detection not catching 5 vs 9 number Zip Codes
Why can't duplicate matching match the address whether it's a 5 or 9 number Zip Code? Causes duplicate accounts and duplicate addressesReviewed: Voting Open
