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Have ability to copy gift amounts from one time to recurring and pledges when creating a new donation form.
It would be very helpful and timesaving to have an option to allow the gift amounts to be copied from the one time gift options, to both the recurring gift and pledge options, when creating a new online donation form. -
Add Gift date of "At any time " to Campaign, Fund & Appeal lists
in Gift - looking at Campaign, Fund or Appeal in the Overview or Analysis tabs- it would be nice to see the gift date to include "at any time" not just This fiscal year or Last Fiscal year, etc. -
Consituent Code End Date be Deceased Date
When marking a constituent as deceased, it automatically adds constituent code end dates as TODAY. This would be much more helpful if the end date is the same as the deceased date - only mark as today if deceased date is left blank. -
Allow donor to honor tribute we specify like in Online Express
Occasionally we will have a memorial (or honorarium) that we know will have lots of donations come in via web. Online Express lets us set up a donation form where we specify the tribute which saves the donor time, and errors that we in turn have t...Reviewed: Voting Open
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Include Gift Sub-type when setting up event fee's and online forms
It would be really useful to have a Gift Sub-type included rather than just a Package Code. My organisation uses Gift Sub-types to determine Personal Donations vs Event Registration. This way we can ensure our gift coding remains coherent and we c...Reviewed: Voting Open
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Gifts to Other Orgs: Make Amount a gift range and Comments viewable in NXT
Change the Amount column to allow for either a dollar range or a specific dollar amount (In leu of a random amount between Low/High range via ResearchPoint). Also allow Comment column viewable in NXTReviewed: Voting Open
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Default Username to be populated within the 'Assign to' field of an Action
When any user creates an action, it would be helpful for their name to be prepopulated in the 'Assign to' field of the action. Defaulting to the user who creates the action greatly reduces the opportunity for the field to be blank and their name l...Reviewed: Voting Open
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Ability to reverse soft/hard credits
One of the features I miss from another database software is the ability to reverse the hard and soft credit constituents on a gift - the other crm had a single button that would switch them. This would also help with consolidating spouse gifts on...Reviewed: Voting Open
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All fields available for data entry in web view must be queryable
I recently learned that it is not currently possible to query the "valid from" and "valid to" date fields for solicit codes, and that there are no immediate plans to add this functionality. This presents a significant data management challenge. Cu...Planned
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Add date of birth as an option for Online Event Registration forms in NXT
For a lot of our events we need to ensure that the person is over 16. Using Custom field is a work around but its not ideal as we would want this to show on the DOB of the constituent.Reviewed: Voting Open
