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Notate if there are multiple Notes on an Action without having to click into the action
Most solicitors don't always click into the action to see if there were multiple interactions. If we had a plus sign or a number to show the number of notes in the action, they would know to click into it.2
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Add DOB as a match on filter option in Data Health
Name and DOB are our strongest matching criteria for individuals where we have the data. Please add DOB as a filter option in Data Health as this will help to significantly reduce duplicates.0
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Copy online registration form from one event page to another
It would be helpful to be able to copy an online registration form from one event page to another OR to save that form as a default form that can be applies to new event pages10 Reviewed: Voting Open
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Full sort of online giving donation forms in NXT
In NXT, if you go to Online Giving-> donation forms, the list of forms you've created is listed. You can sort these forms, but ONLY on the page you are looking at. If you have more than one page of forms, it will not sort across these pages. So...1 Reviewed: Voting Open
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Gift Lists Options NXT
I would like to have more options in the gift lists like check number and date, gift notes.0 Already exists
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Show all relationships on a constituent, not just 20 pages
Some of our records have hundreds of relationships on them, as we track our unregistered alumni as non-constituents within records. There is no way for me to find the relationship record from the constituent record as I am only able to see 20 page...0
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Remove Fundraisers with an End Date from Constituent Lists
Constituent List are clogged with former solicitors to the point that current solicitors/fundraisers do not see their name unless they hoover over the field for each prospect. Please allow for choosing to display only active fundraisers (those who...3 Reviewed: Voting Open
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Assigned appeal tab needs to be editable in webview (as it is in database view)
We use the assigned appeal tab in database view for tracking. This same tab appears in webview (listed just as "appeals") but is not editable. Please make it possible for that tab to be editable in webview.3 Reviewed: Voting Open
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Basic functions missing from NXT marketing email tool
There are a couple of very basic functions missing from the NXT Marketing - Email tool: mailto:youremail@yourdomain.com - You'll note it works here, but not as a URL behind one of your email buttons. This is VERY basic email functionality - click ...0 Reviewed: Voting Open
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Unified View Events Module - add ability to filter by RSVP date
Adding the ability to filter by RSVP date, using a single chosen date or a date range, would enhances event management by making it easier to track and respond to participant engagement in real time. This would help event organizers track registra...2 Reviewed: Voting Open