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Please make it possible to edit Comments with a gift entry in NXT web view!
As it is now, to edit a Comment for a Gift entry, one must go to Reference in database view. This is very cumbersome. (And they should be named the same thing -- currently Comment in web view and Reference in database view are the same thing). Ple...Reviewed: Voting Open
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Grid view edits for GL Distributions on Fund records
Appreciate the ability to manage GL distributions being added to webview; however, it will be quite cumbersome to edit project distributions with how this is currently implemented. Currently each distribution line requires a click, click of edit, ...Reviewed: Voting Open
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When linking a gift to an Opportunity, apply entire amount of gift by default
When linking a gift to an opportunity, it would be nice to have the gift amount show in the "Amount Applied" field by default rather than having to retype the gift amount each time. Most of the time, the entire gift amount is being applied to the ... -
Add Employment information to Constituent Forms
We would like to collect new employment information as part of the constituent forms, just thinking Employer and Title but it is an area that is always hard to keep track of.Reviewed: Voting Open
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Constituent Forms- Adding more fields to improve constituent matching and to capture employment information
Constituent forms seem very useful, but they need more fields to capture key details and avoid duplicate records. It would be extremely helpful to have the fields to include unique IDs (like constituent ID) or DoB. It would also be great to includ...Reviewed: Voting Open
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More granular security role settings for events - deleting registrants needs to be a separate permission from edit roles
Right now security setting for events is basically all or nothing. No permissions, view only, or view/edit for the event coordinating team. There is a constant problem with event team members deleting previously invited or previously RSVP'd partic... -
Clickable link for emails in email history
Our team would like to be able to see the email in the email history section of a constituent record. Currently it only shows the title of email sent. We would like to be able to click the link of the email title and view the actual email that was... -
Ability to view custom fields in webview similar to attributes tab in database view
We use the attributes tab in database view for tracking many things and it is easy to view everything on one screen and add/make updates easily. The custom fields tab in webview is very hard to find codes because instead of being able to see every...Reviewed: Voting Open
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Embed Videos in NXT Email
NXT email is online - please allow us to embed videos in the email. Constituents are so visually-based this would be a huge asset in moving us away from relying on Constant Contact/other email clients.Reviewed: Voting Open
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Giving Statement Parameters to mirror database view
We really need the full range of parameters available from dbs view in unified view. Looking over similar ideas, it seems a lot of folks classify their gifts in different ways. By giving the full range of parameters such as gift type, camp/fund/ap...Reviewed: Voting Open
