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Regular Giving Upsell step
When a donor chooses to make a one-time gift, a pop-up appears asking if they would like to increase their impact by inviting them to convert that single gift into a monthly contribution.
Created 03 Feb 00:26 by Kelly King
Gift Communications
0
2
Vote
Allow us to see more than 100 Luminate Online integration errors at a time
In Settings > Control Panel > Luminate Online Integration, if you open an error type, you're limited to 10 pages of 10 errors per category. If I want to see any errors past 100 for a particular category, I need to either delete some of the f...
Created 06 Jan 22:38 by Steven Lopresti
Settings
0
5
Vote
Add the System Record ID in Tables alongside the Constituent ID
Please restore the System Record ID in Tables alongside the Constituent ID. When 'View Uses' was first added to Unified View, it showed the System ID, which was ideal since every record has one. However, this changed for some reason to only the Co...
Created 14 Oct 21:12 by Emily Marshall
Code Tables
0
Reviewed: Voting Open
6
Vote
Default option to always "Include Inactive" on Contact Information tile for constituents in web view
When you click the "Include inactive" checkbox in the Contact Information tile for constituent records in web view, you are able to view all contact information for a constituent. Currently, you need to click this checkbox on every record you view...
Created 16 Sep 21:56 by Catherine Hodges
Constituents
1
Reviewed: Voting Open
6
Vote
Convert database view direct debit recurring gifts to web view gifts for automated processing
We're looking for a feature similar to the converting credit card recurring gifts originally started in database view.
Created 16 Sep 15:18 by Steven Lopresti
Gifts
0
Reviewed: Voting Open
7
Vote
Tribute Description Name
When Tribute records are created in Web View the Tribute Description reads "Donor-entered text: "Maria Gowen". Is it possible to only list the name and remove Donor-entered text: "" from the description. Our mail merge is set to pull the tribute d...
Created 19 Aug 20:04 by Guest
Constituents / Gifts
0
Reviewed: Voting Open
27
Vote
Ability to make amendments to Automated Recurring Gifts in bulk
We have recently come to a stumbling point in our longstanding Recurring Giving program, which needs to import roughly 1,000 amendments to automated-recurring gifts. We used to be able to do this via the Database View when the credit card recurrin...
Created 06 Feb 06:09 by Guest
Gifts
4
Reviewed: Voting Open
90
Vote
Reverse patch 14 to again allow for the export of current solicitors and the primary constituent code
With the most recent RE update, Export has reverted to behavior from before RE version 7.96.6401 Patch 5. About 2-1/2 years ago, once Patch 5 was installed, we were able to export a current solicitor by choosing to output only one Assigned Solicit...
Created 09 Apr 18:05 by Anne Boudreau
Relationships
6
Reviewed: Voting Open
6
Vote
setting default values Post Options in Generate Post from RE to FE, right now default is the first journal code which is AP, which is the first item
This would avoid incorrect postings transferring over to Financial Edge and also bank statement issues. We also use codes to summarize cash flow and if someone posted too quickly, there would be errors in reporting.
Created 15 Sep 18:42 by Guest
Settings
0
5
Vote
NXT Home Page Set-up like the Database view with it's own category.
Can the NXT Home page be set up like the Database view, with (Home, Records, Query, Export, Reports, Mail Batch, Admin Config, Dashboard), etc.
Created 13 Oct 16:29 by Guest
Home page
1
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