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Add "Completed" option to new "My Actions" home page customization.
The new customization is helpful to track "actions to complete today." I would serve another very useful function if it allowed for listing "Completed" actions assigned to the fundraiser.0 Reviewed: Voting Open
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Advanced Admin Features for Attachments
Please provide the ability to query, bulk add, bulk export, bulk change, and other advanced attachment features.0 Reviewed: Voting Open
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Allow open batches from webview to be viewed in database view
Currently, gift batches from the webview are only visible in the database view once they are "approved" or committed. It would be very useful to our gift entry team to be able to view open batches from the webview in the database view as well. The...5 Will not implement
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Soft Credits should be included in donor lifecycle status
I created an insight based on where assigned prospects are in the Donor Lifecycle; however, I found that the Donor Lifecycle tag does not incorporate soft credits. This gap renders it useless for major gift level work. Please include soft credits ...0 Reviewed: Voting Open
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Export a constituent profile from NXT at the click of a button
Like DB view - be able to set up a constituent profile template and click on an individual record to export that profile in word format or PDF format for a MD meeting. Ideally it would export the profile picture too.0 Reviewed: Voting Open
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Allow customization of columns in Giving History tile in NXT
Users should be able to see campaigns, appeal, packages - or other pertinent info - in the Giving History tile in NXT instead of just the fund.10 Reviewed: Voting Open
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If I am building an Opportunity List, the filters should incorporate all fields in opportunity.
No description provided0 Reviewed: Voting Open
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Provide an audit trail for each team members' login history and changes made.
We are in the midst of rolling out the webview to existing and new staff. We need to know who has actually logged in. Plus, we want to give the team the ability to make changes and updates but are concerned about incorrect data entry - it would be...3 Reviewed: Voting Open
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RE NXT to stop creating so many daily batches
Unsure of the process for batches to settle out before a new one is created. Whether it is because of the source/form that transaction comes from or a settlement based on timing. We often end up with numerous batches each day and many only have on...1 Reviewed: Voting Open
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Cross Area Roles
It would be useful if the roles worked in the same way as for database view - having a single role that captures all the permissions that a given type of user needs.0 Reviewed: Voting Open