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Be able to add a link to a pdf on the online donation form
Can be used as a reference file1 Reviewed: Voting Open
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Give the option to make responding to consent mandatory
At the minute you cannot make the response to a request for consent mandatory. If someone does not select Yes or No then it returns a "No response" in the consent field. Because GDPR requires "explicit consent", if someone does not respond this am...0 Reviewed: Voting Open
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Action Tile on Gift Record
I would love to be able to link an Action to a Gift...as you can currently link an Action to a Proposal. Preferably so that the Action is accessible from the Actions Tile of both the Gift Record and the Constituent Record. This way, when a fundrai...2 Reviewed: Voting Open
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Add columns in Portfolio View/Constituent List for Opportunities
Constituent lists and portfolio views are used to view assigned constituents. It would be nice to see at a glance if they have an opportunity associated with them but I don't see adding opportunities as an optional column.3 Reviewed: Voting Open
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Be able to sort or filter by "is blank"
It would be very helpful to be able to see a list of opportunities that do not have a deadline or other date.0 Reviewed: Voting Open
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The ability to restrict access to Date Of Birth constituent info based on security group
Date of Birth is considered personal, private information in many circles. We would appreciate the ability to secure it as we can secure a social security number or credit card number.0 Reviewed: Voting Open
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Save over a view in Analyze tab
I would like to be able to save over a specific saved view. For example if I want to change the date range on a view I would like it to either auto save or give me the option to save over, rather than recreating a new one each month or week.0 Reviewed: Voting Open
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Add custom numeric goals to Insight Designer.
There should be a way to compare Action totals to a goal that we have. Currently, you can't bring in a goal total.2 Reviewed: Voting Open
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Amend Refresh Rates
It would be helpful if the refresh rates could be shorter between adding info to a record and it showing up in a list.0 Reviewed: Voting Open
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Add the ability to clone an opportunity in Raisers Edge NXT.
Add the ability to clone an opportunity in Raisers Edge NXT. Rather than start from scratch to create a similar funding opportunity, allow the user to create a clone as a basis for the new opportunity.0 Reviewed: Voting Open