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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
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Viewing different Campaigns when selecting Pledges to Pay in Web View
I believe it is essential to show the different Campaigns when selecting what pledges to pay on in web view gift batching. We have multiple Campaigns where I work and there is no better way to be able to differentiate the Campaigns other than to l...0
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Need to keep Query List or find a way to merge more than two queries at a time.
We have many instances when we need to merge more than one query together to get the approriate data in an export. If Query list is not kept, we need to use Merge Query to combine two queries to make a new query and then use that query to add anot...1 Reviewed: Voting Open
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Detail which form, donation or event registration in the Gift Batch
We have many donation forms and events for registration happening at the same time. There is no way within the Gift Management area to determine which form or event the transaction was entered on. This is very frustrating and makes it extremely di...6 Reviewed: Voting Open
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Move donor fee coverage option back to page with payment information for donation forms
Most fundraisers know - the less pages a donor has to click through, the better. We would like the option to keep the donor fee coverage checkbox on the same page as the payment information, as it was previously. This worked great for our shop and...3 Reviewed: Voting Open
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Gift List in RE NXT should include the column for Assigned Solicitor
We are finding that running constituent lists does't give us the information needed and then when we run gift lists it doesn't give us the the constituent information needed such as the assigned solicitor which would be a lot better for us. Not gi...5 Reviewed: Voting Open