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Add the search capability by fund id and show the fund id number in the actual gift record
This is helpful for users who work with funds.0 Reviewed: Voting Open
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Text box in the email version of Giving Statements
It would be helpful to have a text box that we can type in for the email version of giving statements just like there is with the PDF statements. On the email version there is no where to state the "goods and services" statement that is required o...0 Reviewed: Voting Open
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allow ticket capacity to close out registration when max capacity met
We have restrictions on capacity for events and need to be sure registration cloes automatically when that number has been met.0 Reviewed: Voting Open
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Filter the NXT Portfolio list to see whether the Constituent has an active Opportunity
When looking through a Fundraiser's Portfolio, it would be incredibly useful to be able to see which of them do not have an active Opportunity, rather than having to manually compare the Portfolio list with the Opportunities list. This would allow...0 Reviewed: Voting Open
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Add Tax Claim Amount as Filter in RE:NXT Dashboards
Astounded to find that Tax Claim Amount is not available as an independent value in RE:NXT Dashboards! Globally including or excluding Tax Claim Amount in Revenue is not particularly useful and as Gift Aid (UK) typically adds 20% to received reven...0 Reviewed: Voting Open
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Use a fund or appeal category to pull in all funds and appeals including inactive
For lists it would save a lot of time0 Reviewed: Voting Open
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Add ability to re-order Constituent Codes to identify Primary in a hierarchy.
The current process to designate an existing CC is messy. It would be great to create a hierarchy of Constituent Codes to better and more easily/consistently identify the Primary.1 Reviewed: Voting Open
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Feature - Merge into another record
As it's useful to have this feature on constituent records, an organization may have current processes in place when merging duplicate records. Example one user managing merging records, to ensure information is being merged correct. Request is to...0 Reviewed: Voting Open
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Export ratings based on date
Instead of exporting ratings directly from query, why not build the functionality to export ratings by date similar to how we can export solicitors based on date to/date from ascending/descending? It would be much easier than having to merge this ...0 Reviewed: Voting Open
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Notification when FTP password is going to expire
It's incredibly frustration to use the FTP connector to get files out of hosted files, and need to reset the password within powerautomate. Like most other platforms, this should tell you when the password is going to expire so it can be updated.0 Reviewed: Voting Open