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Payment Methods in Webview should be the same as Database view
Payment methods in Database view are not like for like in Webview nor is there an option for 'agency' . It is not possible to add other pay methods or rename those in Webview as hardcoded. This should be replicated or customisable as every organis...3 Reviewed: Voting Open
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Ability to Export from a Query page to Excel XLSX, XLS and CSV formats, or at least XLS and CVS availability
As of right now Admin users in web view ARE able to export a query into CSV or XLSX format for excel, but the average user cannot export to XLSX (an error message is given that it cannot be done). Everyone should be able to export to XLS. Please f...0
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Allow users to change the gift amount before validating in web view
Our org likes to fully separate things like donor-covered fees from our gift amount in database view, rather than splitting the gift - we prefer for each item to have its own line. Currently, for transactions in web view, this is not possible if t...0
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Deceased Finder
Need to add Constituent ID instead of System Record ID. This will make it easier to do global processes and import functions0 Reviewed: Voting Open
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Include ‘Pledge Payment’ as an option to online giving forms
Currently, donors giving online only have the option to give 'a one-time gift' or a 'recurring gift'. If there is a way to add a Pledge Payment option that would be great and to have the option to apply that gift to a pledge during approval.10 Already exists
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Make the proposal/opportunity import ID filed available in query
Updating proposals/opportunities by clicking into them one at a time is not an efficient method when mass updates need to be made to several proposals quickly. The proposal/opportunity import ID enables the unique identification of proposals, allo...2 Reviewed: Voting Open
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Constituent List - create another field option for Next Action
The current Next Action field in the Constituent List shows the oldest unactioned or unattended action. This provides little value for our workflow, as it does not help us see what is coming up. We request a new field that will display the next up...0 Reviewed: Voting Open
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Make attachments added in NXT web view show up in database view
Need to search for documents in database view, because all documents that were in system prior to conversion to NXT show "Media" as the title and the conversion date as the date in NXT view. I wouldn't mind this except that you can't see everythin...22 Will not implement
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Add date to search field for merging queries
We need better search functionality in web view for merging queries. I need to be able to search by date created or date last run, not just name or creator, to ensure that I am merging the correct queries.3 Reviewed: Voting Open
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Add Opportunity ID (system record ID) as an output field in constituent queries.
Please, just need to be able to pull the opportunity IDs from a query :)3