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save query format when refreshing
One of my pet peeves with web view is so much white space. Right now this is mostly an issue for Query and Batch (and I know there's an idea for Batch already). I had a query open, and I had resized the columns so I wouldn't have to scroll right/l... -
Security flaws: Separate gift batch row deletion from committed gift deletion
Within Database view if you set a user to be able to add, view and edit gifts, but not delete, they are able to delete a row within an open gift batch entered in Database view. This setting is currently only managed in Database view and carries ov... -
Auto-Populate Appeal ID When Applying a Gift to a Pledge in Web View Batch
When applying a gift toward an existing pledge in Web View batch, the Appeal ID from the original pledge is not automatically populated. This requires staff to manually look up the appeal associated with the pledge before completing the gift entry...Reviewed: Voting Open
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Stop trunctuating exported file names
When exporting files from web view, we are given the option to select a name for the file, and no character limit is shown or indicated. However, when the file is downloaded the file name is trunctuated to 30 characters. Recommend that either the ...Reviewed: Voting Open
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Allow saving a new query to overwrite an existing query of the same name
When working in queries, I often set up queries which i need to save temporarily but may not need ot keep the query long-term. When doing this my typical MO is to name the query "Delete me" so I can use it now and then know it can be deleted later... -
Allow Bulk Deletion of Constituent Custom Fields in Web View
Please add the ability to select and delete multiple constituent custom fields at once web view. In Database View, users can select multiple constituent attributes/custom fields and delete them together. In Web View, each custom field currently ha...Reviewed: Voting Open
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Ability to configure what shows in the "seat" column when checking event attendees in
When you are in "work with participants" doing live event check in, it would be extremely useful to hide certain information that populates in the "Seat" column to avoid confusion. We had a whole lot of people who were incorrectly were directed to... -
drop record IDs directly into a change, add, export etc
I understand queries are used to group records, but sometimes it's a pain to add a query for a one-time change when simply adding the "One of" filter to Selected Records, All Records drop down will do just fine. -
Unmatched Constituents in NXT Event Forms Participant List
Proposing that when we have our data review settings set to review unmatched constituents, that the Event module in NXT should still add the registrant and information to the participant list. We have an upcoming event where we weren't seeing some... -
Ability to See a Log of EFT Transmission Files and Ability to Rollback File Creation Numbers
We generate our direct debit monthly donations manually through a batch in database view using the EFT module, which creates an EFT transmission file to upload to our bank to process the donations. Every so often, we run into an issue where the fi...
