-
Picklist value name amendments should not change insight filters in dashboards
When I slightly amended the names of a few picklist values in Tables, it excluded them from existing reports that had them selected. The name changes were to create better descriptors for the same information. While I understand filters refresh wi... -
Appeal results in constituent record in NXT
If you add a gift and associate it with an appeal in NXT, it does not appear in the Appeal tab on a constituent record and does not show in Database view. The only way for appeals to show in the appeal tab in NXT and Database view is if the gift i... -
Add Distribution Transaction Code Field to Query
I love that I can now see the Distribution Cred Account Number and Project Number in the new web view Query for gifts. It would be very helpful to also be able to select the field Transaction Code under Distribution in web view Query. My organizat...Reviewed: Voting Open
-
Ability to build a constituent list for an assigned appeal.
Currently, unable to create a constituent list of individuals who received an assigned appeal.Reviewed: Voting Open
-
List anonymous guests as "Guest of Steven Smith" rather than "Guest of Smith"
We often have 3 or 4 unrelated sponsors with the same last name. It's difficult to sort it out without the sponsor's first name!Reviewed: Voting Open
-
Add multiple solicit codes at once to a single constituent
Our database has a large number of solicit codes. Several of our most common processes involve adding up to 30 solicit codes at once to a single constituent. In database view, this was easy to do. You could move all solicit codes into 'Selected' w...Reviewed: Voting Open
-
Allow workflow to link actions to Opportunities
Have the action that is applied be linked to an opportunity (based on whatever parameters the applied List pulls). Or auto apply to the open Opportunity in the recordReviewed: Voting Open
-
Edit action to link to Opportunity
In NXT an action can be linked to an opportunity when you create it from the opportunity, but there's no way to go back an link an action to a opportunity after it was entered. This is a useful capability in 7.94.Reviewed: Voting Open
-
Add an Appeal ID to an Event form when adding fees
Adding the Appeal ID to the Fees section of an Event in RENXT would really help make it easier when a donation comes in under Fundraising - Gift Management to know which Event that particular donation is for. Right now you can only add Fund and Ca...Reviewed: Voting Open
-
When entering a new gift in NXT, the search field doesn't locate the constituent record of a partner, only the primary constituent. Will you please improve this search feature so that it finds the spouse's names too, not only the primary constituent's names?
This is useful when adding a gift for a constituent who's spouse is the primary member and they provide their name only, not their spouse's name.Reviewed: Voting Open
