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Make all actions show on record dashboard in Webview
On some records, there are only 3 or 4 screens worth of previews available in webview, but then when you click on the link for total number of actions (e.g. 176 actions), all are viewable. Can the preview expand to include all records for all time...4 Reviewed: Voting Open
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Create Batch Query automatically when approving batch
We need to have a batch query automatically generated when batches are approved, which can then be used for acknowledgement letters, reports, etc.3 Reviewed: Voting Open
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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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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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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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Options for Average Gift Calculation in RE NXT WebView Dashboard & Insights
Right now, RE NXT Insights calculates average gift using the giftsplit dataset, which divides the gift amount by the number of fund splits. That means if a single gift is split across multiple funds, the average looks smaller than it really is. Wh...0
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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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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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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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Add 'INACTIVE' to the address options, similar to the option for phone and email
When you look at constituents in lists their address marked 'primary' shows even if it is marked as 'previous' and 'do not send'. Could there be the same options to mark 'inactive' as with 'Phone' and 'Email'?0 Reviewed: Voting Open