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Posting Gift Batches from Webview is SLOW.
I set up the batch to post and have to wait for it to be processed before I can review. I export a PDF to preview and I have to wait before I can check that. I tell it to post and I have to wait for that. Then I have to wait to export the final PD...Reviewed: Voting Open
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Filter out / don't display $0 gifts on the constituent timeline panel
The gifts timeline can be very deceiving since it shows a dot for failed recurring gift transactions on the Gifts line. A cultivator may just glance at it and see that the person is giving regularly even if their transactions have failed for month...Reviewed: Voting Open
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NXT Home Page Set-up like the Database view with it's own category.
Can the NXT Home page be set up like the Database view, with (Home, Records, Query, Export, Reports, Mail Batch, Admin Config, Dashboard), etc.Reviewed: Voting Open
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Allow us to set favourites for fields when doing Gift Management Online Data Review
When doing gift management and adding a new constituent, for fields such as constituent code, primary addressee/salutation, allow us to set favourites or use templates.Reviewed: Voting Open
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Filter Dashboard or Insight by Constituent List
We would love to be able to filter an entire dashboard or insight by records on a constituent list. It feels like this would be an easy fix to even just be able to use a static list as a filter - but one step further would be to allow the constitu...Reviewed: Voting Open
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Allow Export of Last Pledge Payment/Installment Information
We need to send acknowledgement letters for Pledge Payments. We acknowledge the last payment amount, last payment date, last payment/installment number, the original pledge amount and the balance. We pull our letter exports by batch using either t...Reviewed: Voting Open
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Ability to track event registration confirmation emails
It would be extremely helpful to track sent confirmation emails on event registrations and resend those emails if needed.Reviewed: Voting Open
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Expand Spouse fields in Export
When working in Export, currently there are a limited number of fields that can be exported for the spouse. Including the Prospect, Action, Membership and Volunteer options for the spouse would be very helpful in multiple applications, especially ...Reviewed: Voting Open
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Filter on Opportunity Custom Fields in Webview Opportunity List
We should be able to filter/sort by Opportunity Custom Fields in an Opportunity List in Webview. If the field exists, we should be able to at least view it in the list, and ideally be able to filter by it.Reviewed: Voting Open
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Extend the time period for displaying activities in the Constituent Engagement tile, from 30 days to at least 60 days.
Per BB AI, "The Constituent Engagement Add-In is designed to display the last 100 activities from the previous 30 days for Constant Contact email sends, opens, and clicks. " Considering that we send 1-2 emails per month, the current 30-day period ...Reviewed: Voting Open