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Workflow for new donations
Create a workflow that development officers can use, once a donation is received in their portfolio an action is created for them to call, write or email. Now they are running a weekly query to check for this.3 Reviewed: Need Further Info
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create option for texting to consitituent lists (similar to the current email option)
I currently email to constituent lists and would like that as a text option as well.0 Reviewed: Voting Open
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Add Volunteer Awards to NXT Web View
There is no award information available in the web view at all.0 Reviewed: Voting Open
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Gift report - add donor address
Nonprofits in Wyoming are required to report via 990s a list of their donors who contributed more than $5,000 and their address. Raisers Edge reports allow me to generate a report of the donors over $5k, but do not give the option to add their add...0 Reviewed: Voting Open
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Add Emergency Contact Details for Volunteers in Event Particpant list
When adding a Volunteer to an Event - will it be possible to auto-add Emercency Contact details from their Volunteer record when the Volunteer module is introduced to WebView? Currently when adding a Volunteer to an event, to display the emergency...0 Reviewed: Voting Open
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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.2 Reviewed: Voting Open
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Add a "I Donated" share feature to Online Giving receipts/acknowledgements
Create a "I donated" share feature that can be utilized in the acknowledgement/receipt donors receive for their recent donation. This notice would be automatically share to the social media platform of the donor's choice from the email to encourag...2 Reviewed: Voting Open
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Dashboard panel that shows all our upcoming events and a hyperlink to view event participants in list on RE NXT Work Center
I was hoping to create a dynamic list in RE NXT to view participants for a particular event and update the response and registration fields in RE NXT. It would also be very helpful if there is a dashboard panel on the work center that shows all ou...0 Reviewed: Voting Open
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Notes: Check box that automatically updates note in spouse record
Check box that automatically updates note in spouse record so you don't have to enter the note twice (in each record)1 Reviewed: Voting Open
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Make these items we vote on have their own links so we can share them.
If a consultant wants to tell you that something isn't available yet, but here's where you can vote on it, it would be helpful to have a direct link to that item and not the ENTIRE LIST we then have to search through.