-
The ability to delete any records in web view, even ones with prior donations
The delete records in web view that just rolled out can't delete records with gifts, which basically renders it almost useless. The ability to delete any records would make it substantially more useful. ThanksReviewed: Voting Open
-
Add "Giving Summary" column to lists
To mimic the export functionality in database view. This would allow a user to add columns to lists that are filtered giving summaries (filtered by gift type, date, campaign/fund/appeal).Reviewed: Voting Open
-
Add to field "Receipt type" a choice
In RE on Bio 2/Org 2 we use the Receipt Type "Consolidated receipts", not "One receipt per gift", however, when entering a new record, I do not have this choice.Reviewed: Voting Open
-
Allow lists and other work to remain active after making user inactive
Lists created by staff that have left and been made inactive become unable to access without doing a 'save as'. It would be good if the lists and work that previous staff created remained after making them inactive.Reviewed: Voting Open
-
Custom Refresh rate on Dashboards/Insights
I cannot be the only one who thinks a 2-4 hour window is too large a refresh time for all Dashboards/Insights. My boss's are looking for current numbers and if I enter a gift in Database view or NXT I need it to show up on a Dashboard as close to ...Reviewed: Voting Open
-
Prospect Insights - sync Target Gift Range updates to Ratings area
The target gift ranges that appear in prospect insights are super helpful; however, they do not update anywhere else in the ratings area on the constituent's record. We have old target gift ranges from ResearchPoint in our database that are showin...Reviewed: Voting Open
-
Change Relationship field in Webview to be show as Industry from Database view
Industry does not translate from DBV to WB in the organization relationships. It is obvious that an organization would be the employer based on the relationship title ( Director, staff editor, surgeon, etc.) It would be much more helpful to see th...Reviewed: Voting Open
-
Allow Permissions to Link Gifts to Opportunities without any other Gift Permissions
It would be great if we could allow our fundraisers to link gifts to opportunities without giving them the permission to edit gifts. We do not want our gift officers to have more permissions than they need but it would be ideal if they could link ...Reviewed: Voting Open
-
Add text option to include on donor statements emailed.
Currently the two options for donor statement are pdf and email. For the pdf, you can add text to include on the pdf but you cannot add text for donor statements emailed. Please add a text field in the settings for donor statements emailed. Otherw...Reviewed: Voting Open
-
Action notes text options
When adding notes to NXT constituent actions, there is no option to enhance the text such as bold, italic, etc. nor is there any option to create a bulleted list. Several of our fundraisers create a summary of their meeting that includes bulleted ...Reviewed: Voting Open