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Pay method table entries differs in DBV and web view (and missing key items!)
The pay method table in DBV also has Standing Order and Voucher (for things like CAF and other third party agents). Our business processes rely on these being consistent. We particularly need this functionality when it comes to "Automatically Gene... -
Ability to Organize Queries in NXT
Seeing query categories in a certain order is helpful. I would like the ability to organize them, like we can in DBV. see attached -
Load benefits from Appeal/Package in web view batch entry
In database view, gift processors can load the benefits from the appeal/package record. Currently in web view batch, you have enter the benefit, cost, count, and value on each gift. We manage 20+ events throughout the year and can't remember or lo... -
make the list used for an email viewable
super frusterating to not be able to see what list was used when an email is sent. Copying the email to see it does not keep the list it was sent to so I have no way of knowing.Reviewed: Voting Open
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Allow deletion of online gifts in NXT in gift batch entry
No description providedReviewed: Voting Open
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Improve Visibility of Linked Opportunities in Gift Batch
With the new update, we can now see the "Link opportunity" option when processing gifts in a batch, however, there is currently no way to determine whether a constituent actually has an available opportunity that can be linked to a gift. To verify...Reviewed: Voting Open
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Add Spouse option on all forms
Our organization has spouses as non-constituents, unless they request to have an account for each of them. It would be great if Spouse was an option on all forms in RE. This would also help with constituent matching when a spouse donates, RSVPs, u...Reviewed: Voting Open
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Build dashboards in dashboard builder with ability to select Fund IDs as filter
Lots of discrepancy using fund type or description when trying to show revenue. Fund ID is what a lot of us uses in old database view. I know we can build a report using Fund ID but being able to show the revenue streams in bars/charts/graphs in R...Reviewed: Voting Open
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ALLOW US TO COPY EXISTING EMAIL RECEIPT TEMPLATES
PLEASE ALLOW US TO BE ABLE TO CREATE A COPY OF AN EXISTING EMAIL RECEIPT TEMPLATE. RIGHT NOW THIS ISN'T POSSIBLE AND WE HAVE TO START A NEW ONE EACH TIME WE CREATE A NEW TEMPLATE WHICH TAKES UNNECESSARY TIME! WE HAVE TO CREATE FORMATING, CHANGE FO...Reviewed: Voting Open
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Include ability to add addressee and salutation to organization constituents
When using RE to generate letters, including tax receipts, for organizations, the letter will be addressed to "Dear ,". (i.e. where the name should be it is blank) It would be nice to be able to have some sort of optional addressee/salutation for ...Reviewed: Voting Open
