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Load Opportunities After Selecting a Constituent for New Actions
When adding a new action not automatically tied to a constituent, like from the "Add action" button at the top of an actions list, it would be super helpful for existing opportunities to load to the add action window when a constituent name entere... -
Allow new constituent review/matching in new batch grid entry
The new grid batch entry does not allow for record matching for online gifts, so I am having to merge/delete records after batch entry because online gift review is no longer a thing. The rollout of grid batch has been so messy. I also used to be ...Already exists
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Improve Donor Context Handling When Switching Records
AI Chat sometimes retains context from the previous donor, not refreshing when switching records causing it to reuse details or mix information between constituents unless the user manually clears the chat. Idea: Add a user-controlled option to re...Reviewed: Voting Open
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Allow "up to" X registrants on a fee, not a set number
We have sponsorship levels for our 5K race that include registration for UP TO 10 individuals. Oftentimes sponsors only send a few people - but on the online form, the only options are to enter information for a full 10 registrants or select "this...Reviewed: Voting Open
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Add option for changing the monthly donation amount in Upsell on NXT donation forms
We have seen a few more monthly donors since launching Upsell but only one through Upsell. I suspect donors are choosing monthly donation after being prompted through Upsell but canceling the current donation and then selecting their preferred mon...Reviewed: Voting Open
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Ability to view addressee/salutation on search results
It would be really great if some progress could be made on the Search Function. I would love to be able to choose one of our additional Addressee/Salutations to see there, because it contains a lot of the information I would find useful when searc...Reviewed: Voting Open
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When looking at a relationships record, include the box from database view that indicates if the relationship has a constituent record.
No description providedReviewed: Voting Open
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Link non constituent participant to existing constituent
In database view when non-constituents are added to an event, we can select binoculars to actually search RE for their record and link them after the fact. With NXT events, when a non-constituent participant/guest is added to the event we do have ...Already exists
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Recurring Gift not being a 'gift type' but instead separate location on constituent record
If someone has been a recurring donor for years, it's tedious to click through gifts to finally find the initial 'gift entry' where recurring gift details need to be edited. Further, why is 'recurring gift' a gift type? It shows up in many reports...Reviewed: Voting Open
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Custom Section on Portal
Ability to publish custom updates in the donor portal (news, announcements, and impact highlights).Reviewed: Voting Open
