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Custom Field Options - Find out additional information based on first choice
It would be very helpful that if on a custom field you could dive deeper into finding out more information. For example, If someone selected 1, 2, or 3, they could then select 1A, 1B, 1C, or 2A, 2B, 2C, or 3A, 3B, or 3C. If this information was ab...0 Reviewed: Voting Open
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Review past fundraisers portfolios
I would like to be able to go back to look at former fundraiser portfolios. When an employee leaves, we have the ability to go back and pull their portfolios even after their accounts are deactivated.0 Reviewed: Voting Open
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Add Constituent ID to the Relationship fields in query and export.
Please!0 Reviewed: Voting Open
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NXT Survey Feature
Instead of using event registration forms for surveys, it would be great is NXT provided a separate survey feature. These survey questions could then directly upload into constituent's records (ex. custom fields), or the answers could be imported.0 Reviewed: Voting Open
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QR Codes for Ticketing
Please consider issuing QR codes for event entry. We do large fundraising events that require paid entry. We utilize other platforms to make this happen - it would be ideal not to have to do so and import the data back into RE after the fact.0 Reviewed: Voting Open
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Be able to access and open a letter written in database view (when saved as an action) in NXT
Currently when a letter is written in database view (from the "write a letter tab", it can be saved as an action and easily accessible in the actions tab in database view. However, in NXT the action appears but there is no way to access the letter...2 Reviewed: Voting Open
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Allow us to reassign an Opportunity/Prospect from one constituent's record to another
In case an opportunity is mis-categorized the first time, this would allow reassigning it to the correct constituent record. Instances where this can come up include when our role in pursuing a grant starts out with us being the lead applicant, bu...0 Reviewed: Voting Open
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Copy actions across constituent types
The new copy actions feature will only search for constituency type of individual when seeking additional records to copy to. Needs to function for all constituency types, especially corporations.0 Reviewed: Voting Open
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Add 'wire transfer' and other types of payment methods in Web View
add wire transfer and stock transfer, ACH, and other commonly used payment methods in the payment methods dropdown it makes no sense that in the web view - you can access tables > payment methods and see all these great payment methods that are...2 Reviewed: Voting Open
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Add Appeal to Opportunity Details
It would be great to be able to select the correct appeal when adding an Opportunity. Campaign and Fund are helpful but not as specific in our usage as Appeal for identifying the correct coding of the incoming funds.0 Reviewed: Voting Open