-
Load all entries in Code Table at once
For code tables with many entries, it only loads a set number at a time. To view them all, you have to keep loading new ones. For large tables, this can take a very long time. Please have them all visible at once as Search isn't always the best op... -
Allow a solicitor to only view the constituents who are assigned to them.
We want to give our volunteer solicitors the rights to log in and view only the the constituents who are assigned to them. This isn't an option in security, but I can work around it by allowing them to only to view a specific constituent code. It ...Reviewed: Voting Open
-
Head of Household Filter needed in Dashboards
No description providedReviewed: Voting Open
-
Query - Favorite Specific Attribute Properties
I have a couple of Specific Attribute properties for Gift records that I would like to add to the Favorites for selection in the Criteria, Output, and Sort sections of the Query builder. I'm unable to add them, unlike the hard-coded fields. I am h... -
Need the ability to make notation on recurring gifts when marking them terminated or completed
It would be helpful to be able to add notes when terminating recurring gifts to say why it was done.Reviewed: Voting Open
-
Add the ability to automate delivery of custom reports
Currently there is no option to email custom reports created in report builder. This feature is only available for the pre-built reports such as 'Overview', 'Funds', 'Appeals', etc. The problem is that these reports either include too much or too ...Will not implement
-
Ability to add fees and participant options when adding an individual event participant
We manually process our event registrations into NXT. When we add a new participant, it would be helpful if we could also add fee types and participant options at the same time as the other participant data. We have events with thousands of regist...Reviewed: Voting Open
-
Defaults: Recurring Gift References
Have an option set if we want the same reference to come over each and every time. And for one-time gifts have an easy option to see what the last few gifts where designated for.Reviewed: Voting Open
-
Remove donors from a workflow
As well as an inclusion list it would be great to be able to add an exclusions list to a workflow or drop donors from a workflow. We want to send a welcome series to regular givers but if they cancel after the first gift we do not want to send the...Reviewed: Need Further Info
-
What has happened to gift batch entry? Why can't I choose new columns and make them work across more than one gift at a time?
I am not sure why this changed, it's awful. And if you tab beyond the existing columns it creates a new row for a new gift for a new constituent but if I don't want that, I can't delete it.Reviewed: Voting Open
