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Webview Query - Ability to sort by Description
In Database View, I can sort Queries by Description. This is very helpful for my audit queries because I have them categorized on an additional level in Description and am able to sort them so I can complete them in a certain order. It's also fast...2 Reviewed: Voting Open
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View attended / did not attend in the event participation tile on a constituent's record
Currently the way to decipher if someone has / hasn't attended an event is using the attending / attended 'status' on the constituent's event tile, but when time has been taken to mark each constituent as attended or not (using the checkbox which ...1 Reviewed: Voting Open
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More fields for email marketing
Unfortunately the newly released email marketing is useless to us because of lack of fields. Not only are addressee/salutations missing - see idea "Name merge field for marketing emails" but I would also like Constituent ID, all recent gifts so we...38 Reviewed: Voting Open
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Enable PaperSave document count or check mark on RE NXT tiles
With all RE NXT tiles/panes, there is either a check mark or a count to indicate the presence of data or records within the tile/pane. We would like the same treatment to be made to the PaperSave tile/pane. This way, our users will know to expand ...0 Reviewed: Voting Open
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A marketing preference page for constituents to opt-in and out of specific marketing through NXT email (consent)
It would be extremely useful for constituents to see a preferences page for marketing - so they can choose what newsletters, etc they would like to receive. Currently, if they click 'unsubscribe' they mass unsubscribe from all marketing from the u...16 Reviewed: Voting Open
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
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Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 Reviewed: Voting Open
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Auto Reminder for Donor who Started Filling Out Online Giving Form
Reminder to send donors an auto reminder email who started filling out the online giving form but didn't complete their transactions. Similar to when you go to a site to buy something and you add it to your cart but didn't checkout or viewed an it...0 Reviewed: Voting Open
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Online Giving Form Analytics
On the form we would like to pull who started a donation process but didn't donate it. Also the referrals analytics doesn't tell me any information about the person viewing the form -
Remove event payments from Gift tile (give us the ability to choose Funds which should count as Donations)
We should be able to select the Funds which classify as gifts, or in other words deselect those payments made to attend events - these are not donations and should not appear as such0