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Add "Texting" as an Option for Action Details
Texting is a mainstream way to communicate with our donors but is not an option that is present to select or that can be added when creating an action.Reviewed: Voting Open
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Allow Action type filter in Opportunities list in NXT
Allow users to filter action types, like in database view, to only show relevant action types for specific opportunities in lists that we build in NXTReviewed: Voting Open
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Gift receipting in web view - Allow draft emails to be sent to a user for testing/preview purposes
1A - A copy of the email needs to be sent to user's email when pushing receipt emails to donors so we can save on our files and onto the donation file. 1B - Draft emails - You should also be able to send a draft of the receipt to yourself first, t...
Reviewed: Voting Open
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Work with Gifts: Ensure the Horizontal Scroll and Column Headings remain accessible while scrolling through an extended list of gifts
Currently, the horizontal scroll and column headings in the gifts list section of 'Work with Gifts' disappear when you scroll down to view gifts further down the page. Ensure the horizontal scroll and column headings remain accessible at all times...Reviewed: Voting Open
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Export Converted Gifts results
When you convert recurring gifts from manual to automatic, you are sent to a separate web page to view the results. There is no way to export this report, or print it in its entirety. There is also no option to add constituent ID or any other info...Reviewed: Voting Open
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Enhance "Unsubscribe" button in emails
At the moment, there is no way to customize email subscription settings. The only option is a hard-coded 'Unsubscribe' button. Instead, it would be much more helpful to have an 'Unsubscribe' button that then takes you to a screen where you can hav...Reviewed: Voting Open
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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
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Be able to make category for consent mandatory
It is currently possible to add consent to a record without selecting consent category - this has always been the case in db view, however webview forced users to select a consent category before displaying the radio buttons to choose an option. T...Reviewed: Voting Open
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Relationships should not need to be made an individual record to pull address.
We are being forced to build a database of people who will most likely never give to us because they were named as a person to send a gift acknowledgment to from a donor of a tribute gift. The donor knows them and wants them to know of the gift th...Reviewed: Voting Open
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Add volunteer types to 'Volunteer'
Users need to see the volunteer roles of a prospect or donor. They need to know if the person they are reaching out to is on the board or serving in a leadership role.Reviewed: Voting Open