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NXT Events / Participation Query
Allow us to pull the Participation Options from NXT events into a query. When pulling a list of all attendees, these options are extremely important.Reviewed: Voting Open
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When working in Query - Make the view constituent pop-up a responsive element instead of fixed
When working in Query, the view constituent pop-up appears to be of fixed width. This means that when you try to perform an action like merging constituents, there is almost no space to view all the page elements. See attached screenshot for an ex...Reviewed: Voting Open
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Add ability to filter by Gift custom fields in Dashboard Builder
Some reports need be filtered by the gift custom fields, and currently there is no way in report builder to create a report based on gift custom fields.Reviewed: Voting Open
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sync bounced email from NXT to RE
I'm told that NXT suppresses bounced email from future email blasts. However, nowhere in the record is it indicated that the email is bad. That is key information from a donor relations and efficiency perspective.Reviewed: Voting Open
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Total years giving (not consecutive). This info is available to view in each record but cannot be pulled into a report. Please please please add it to the filter options.
anyone who wants to manage a loyalty donor program or reference the # of years a constituent has been giving to their org.Reviewed: Voting Open
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Business Rule - When marked deceased automatically mark "do not contact" in consent field
Right now, when someone is marked "deceased" you must manually add "do not contact" in the solicit code. There should be a business rule that does this automatically.Reviewed: Voting Open
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Email history should be exportable
We would like to be able to export email history information for analytical and targetting purposes. This information is collected but only available in individual donor records, so not useful. We'd like to be able to analyse how many emails peopl...Reviewed: Voting Open
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Add Class Year as a sortable column option in Constituent Lists
Would like to see a filter and column options for Primary Alumni/ae Class field in Lists. School fundraisers need that important piece of information for filtering and/or sorting.Reviewed: Voting Open
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Allow Membership Import ID to be seen on Membership Tile
Currently, our records can have more than one active membership category. When I need to locate the membership import ID for one of the active memberships--which we rely on to upload data from RE into our ticketing system--I have to open the datab... -
Add Appeal Description to the gift fields in portal
Appeal Description is the MAIN identifier of gift designation for our donors. For instance, it would differentiate between a gift for Hurricane Ian response vs a gift for Hurricane Fiona response.Reviewed: Voting Open
