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Add option for changing the monthly donation amount in Upsell on NXT donation forms
We have seen a few more monthly donors since launching Upsell but only one through Upsell. I suspect donors are choosing monthly donation after being prompted through Upsell but canceling the current donation and then selecting their preferred mon...1 Reviewed: Voting Open
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Need to be able to process pledge payments in RENXT
I know there are several requests for this function. It creates double the work to have to approve transactions and then go in RE to apply to a pledge. And, that is if the system allows you to change the gift type to the appropriate one. We've had...0 Reviewed: Voting Open
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Allow for an expandable text box to "Notes"
Like database view, it would be helpful to have an expandable text box (or a full screen option) when adding Notes (especially for lengthy news articles or obituaries). It is quite difficult to edit when you can only see 3-4 lines of text!3 Reviewed: Voting Open
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Workflow emails that can be updated whilst active
If you have an active workflow but something small changes (e.g. a link/senior management change their opinion on wording) there is not currently a way to edit it, it would be REALLY useful if there was!5 Reviewed: Voting Open
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Merge events completely in Duplicate Management
When Merging duplicates, if both records have the same Event already, the records will not merge. We have tons of duplicates because of Events - they register and the system creates a new record. It does not recognize in lots of cases the actual r...1 Reviewed: Voting Open
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Make Fund Attributes from Raiser's Edge Available in Insight Designer
This would allow for grouping of funds into collective groups. At our institution we have permanent endowments that disburse funds to specific units within our organization. Right now I have to identify these funds ONE AT A TIME to create the summ...4 Reviewed: Voting Open
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Event pay-later registrants need a way to return to their registration to make a payment online
Currently, a pay-later registrant has to pay offline by mailed check. Our registrants need a way to pay online. The event could have a secondary payment form, and reminder emails could provide a link to that form. Gifts/payments approved in a batc...0
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Allow recurring gifts to be linked to a proposal
Recurring gifts are the only gift type not able to link to a proposal. We need to be able to link those.0 Reviewed: Voting Open
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Add the same action to all constituents in a list. (Global add actions from lists)
From a constituent list it would be useful to be able select all or some constituents from the list and then add an action which will be saved on everyone's record rather than manually adding individual actions when its the same action. Like a glo...3 Reviewed: Voting Open
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Capitalization Issue in City Field with NCOA Updates
NCOA updates change capitalization of cities beginning with 'Mac' so that whatever letter is after the 'Mac' is automatically capitalized. The use case I have is a constituent whose city is 'Macomb' and after each run, it appears as 'MacOmb'. The ...2 Reviewed: Voting Open