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Add calculator in unified view for any gift/batch entry, including split gifts
The calculator in database view has been very helpful when dealing with split gifts, as well as receipt amount that may differ from gift amount. Rather than use a separate calculator and cutting and pasting into unified view, a calculator that is ...Reviewed: Voting Open
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Total Giving Amount on Appeal
Please add back Total Given and to what Fund Codes on Appeals. I used to be able to see the exact dollar amount (not an estimation that is shown when you hover over Cumulative Revenue point graph) towards a fund from an Appeal letterReviewed: Voting Open
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all fields that are in raiser's edge should be available to export (not to export as a query but in the export tool)
We are trying to do some cleanup but some of the fields available in query are not available in export (still using database for this because it doesn't yet exist in webview so hoping this will happen in the future)Reviewed: Voting Open
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Add "GIFT CODE" as Column (and filter option) in "Work with Gifts" in NXT
Please add GIFT CODE as a column option and a filter option in NXT's "Work with Gifts". Our organization relies on Gift Codes.Planned
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Unified View Events Module - add ability to filter by RSVP date
Adding the ability to filter by RSVP date, using a single chosen date or a date range, would enhances event management by making it easier to track and respond to participant engagement in real time. This would help event organizers track registra...Reviewed: Voting Open
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Allow custom NXT Donation Form Links
NXT Donation Form links are very helpful when they are embedded in an email. But sometimes we like to promote a quick fundraiser and not have a landing page - and we would like a short URL. This allows our donors to hear the name of the link and q...Reviewed: Voting Open
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Allow 'Gift Subtype' field to be pulled into the 'Journal Reference' field when posting from RE to FE
Allow the 'Gift Subtype' field from gift records to be included in the Journal Reference field configuration when posting from RE to the FE general ledger (Config > General Ledger > General > Journal Reference Configuration). Because this...Reviewed: Voting Open
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Printing: Profiles, Notes, Actions
I know this has been mentioned in other Ideas and Community Posts, but my (new) boss came in about an hour ago to ask how she could print off a series of Actions (with all Action Notes entered on those Action Records) for a meeting with our CEO an...Planned
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Add 'insert row' or alias sort in web view
In DBV you can insert a row when adding Aliases to add one before an existing - but you can't do that, or sort or move the existing Aliases in web view. We would like to be able to ensure more important types are at the top of the list by either w...Reviewed: Voting Open
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Template Pledge Batch
Last week, I attempted to create a template for our Pledge batch using WebView. During this process, I noticed that several important fields and options are currently missing: Constituent ID (Donor ID number) Constituent Code (Parish name) L...Planned