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Add Primary Contact to Query Output
It would be great if the new query function in web view can finally include an output for primary contact fields, especially primary email.Reviewed: Voting Open
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It would be helpful if the fields in a query could be grabbed in constituent lists.
Constituent lists are unable to pull multiple emails/phone numbers, class year only, and information regarding spouses. Queries are much more user friendly with the output choices and it would be helpful if queries and lists could work together. O... -
Add the option to assign Letter Codes and Gift Subtypes Donation form designer
Many of us will be assigning the same letter code and gift subtype to all gifts received through one form. It would save a lot of time to auto assign them through the form designer rather than editing each individual gift in the batch.Reviewed: Voting Open
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Memberships listed in NXT summary
Currently, only one membership is shown at the top of the NXT summary section. There are multiple Constituent Codes, but only one Membership. It would be helpful to list them all in the same matter as Constituent Codes.Planned
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Add filter in dashboards in NXT to distinguish between gift type
Having this filter would help ensure double-counting of gifts does not occur. The way NXT currently captures gifts that are committed is based on anything that is entered into NXT. So the insight for Gift Amount Committed is counting both the pled... -
Properties needed in more areas (Assigned Fundraisers, Relationships, Addresses, etc.)
Properties in database view is incredibly helpful in seeing who added/changed values and when it happened. This needs to be replicated in web view across the board.Reviewed: Voting Open
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Enable Business Rule to automatically add appeal to appeals tab
We have enabled the constituent options business rule of "If a constituent gives to an appeal not listed on their Appeal tab...add the appeal to the constituent with the response of gave." However, the business rule doesn't seem to apply to gives ...Reviewed: Voting Open
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Automatically add guests when adding fee
When a fee is added to an event participant record, automatically update the participant's guests based on the quantity associated with that fee. This would eliminate manual guest entry. -
The Settings option in the left-hand menu should be hidden when access is not granted.
When restricting access for certain users, the goal is also to hide the Settings option from the left-hand menu. Users with supervisor rights should still be able to see and access the Settings menu. For users without supervisor rights, there shou... -
Retention Dashboard should allow customer's to select a date range.
So that organizations can analyze data based on a fiscal year.Reviewed: Voting Open
