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Add anonymous field to Gift Lists
There needs to be a field option in the gift lists in the RE NXT Web view for anonymous. This is pretty important for some...7 Reviewed: Voting Open
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Associating an Action with a contact
Right now, you cannot associate an organization's actions with a contact. This is something pertinent for our C&F team to be able to use NXT5 Already exists
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Allow all action fields when adding an action with a workflow
Currently actions added via a worflow do not have a Status, despite that fact that Status is a required field in our database. It seems pretty obvious that Status should be an option when adding an action with a workflow or perhaps we could set an...4 Reviewed: Voting Open
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Giving History should have the ability to see all gifts for a donor, not just 5 at a time
No description provided0 Reviewed: Voting Open
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Notate if there are multiple Notes on an Action without having to click into the action
Most solicitors don't always click into the action to see if there were multiple interactions. If we had a plus sign or a number to show the number of notes in the action, they would know to click into it.0
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Add events to Portfolio
I want to be able to see events that I am in charge of. My role is events and programs and we manage registrations etc.. I want to be able to set an action when a new registration is received and then trigger other actions based on the previous.0
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Create a new pledge type for when pledges are written off
A lot of the challenges with pledges that get written off is how to include or exclude them appropriately and easily in reports. After much consideration,, the easiest way to do this would be by creating a new pledge type for pledges that have bee...0
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Add Query Navigation options in Query Results View
Query in Database View allows you to move within query results and quickly move to the beginning or end of the results list. Please bring this option over to queries in Unified View, as the current option can be rather unweildy as it has to scroll...0 Reviewed: Voting Open
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Adding "Assigned Solicitor Name" in the dashboard and insights
No description provided0 Reviewed: Voting Open
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Ability to add favourite constituent records to Home page
There are certain Constituent Records I work with frequently. In DB view I have these favourited on my home page. Please allow us to do this in Web view also1 Reviewed: Voting Open