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Include $0.00 donations in First gift, Latest gift, and Greatest gift Metrics (WV specific)
I recently observed an instance where a donor's first gift was recorded as $0.00 and was excluded from native Web View metrics: First Gift, Last Gift, and Greatest Gift. All gifts - regardless of amount - should be included in these calculations. ...3 Reviewed: Voting Open
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Prevent users from being able to update the Constituent ID
We use the Constituent ID as an immutable ID in RE NXT and would appreciate being able to prevent users from updating it using permissions. We still want to see it, but not be able to update it.0 Reviewed: Voting Open
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Default/Template Custom Fields in batch
We have 2-3 attributes/custom fields we add to every gift, they are required in dbv and easy to add via defaults. We are trying to use the batch entry in web view more but having to click so many times to add these custom fields is not only cumber...1 Reviewed: Voting Open
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Quick Deactivate Funds and Appeals in Web View
In NXT web view, one has to click into view the appeal/fund in order to be able to deactivate. Our organization uses dozens of appeals/fund per year, so it would be much quicker to reset for the year if there were a quick deactivate button on the ...0
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Add custom field section in non-constituent record.
Custom fields are not available on non-constituent ore relationship records. We need to add this in NXT.5 Reviewed: Voting Open
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Add more customization to fund overview in NXT/WV
When looking at a fund record in NXT, we get very nice analytical/reporting features such as top donors, top appeals, etc etc. Some of this information is similar to what can be generated in dbv when going (on a Fund record) to View-->Gifts or ...1 Reviewed: Voting Open
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Allow Users to Change Default Printer
Default printer is always the same as the workstation, even if incompatible with Citrix. This causes errors unless manually changed with each instance. Control reports, which cannot be recovered, can not be previewed (and thus are lost) due to the...0
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Bring Letter Codes (configuration > Letters) to Unified View - Gift, Action, Appeal, Event, Constituent
Make sure to bring over the ability to manage Letter Codes to Unified View. Letter codes are very important for conditional letter merges.1 Reviewed: Voting Open
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Gift Batch Web View Features: Pledges, Opportunities, Tributes
I'd really like to see the ability to apply gifts to pledges and opportunities in Web View, especially when it comes to gift processing. During high volume times of year processing gifts as a batch saves a lot of time vs. entering all gifts in man...1 Reviewed: Voting Open
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Constituent Window needed in Webview Gift Batch Entry
In DatabaseView, I depend on the Constituent window in Batch to ensure I am putting gifts on the Head of Household for consistency and reporting purposes. This would be great to have in Webview.4 Planned