-
Allow for automatic email of receipt for single gifts
I thought it might be possible with the Workflow email to set an automatically emailed receipt but there is not enough information available to create receipts. I know that Online Express already generates receipts for those gifts, I would like an...0 Reviewed: Voting Open
-
Default for merging fields in email that may be missing.
If I am starting my email off "Dear <First name> but there is no first name in the data, being able to set up a default of another field or simply having it say "Dear Friend" is necessary to maintain client relationships.0 Reviewed: Voting Open
-
Work Center Portfolio Newly Assigned Donors Timeframe should be greater than 7 days!
In the Work Center reporting on Newly Assigned donors the timeframe should he longer than the past seven days. Major gift officers are often traveling and sometimes don't get to review that list within 7 days. A 2-4 week range would would much bet...1 Reviewed: Voting Open
-
Security Guide to setting up groups and roles
I would love a guide that says if you need to give some one access to actions these boxes need to be checked and these roles. Same for gift processing something that would give a starting point for various common roles2 Reviewed: Voting Open
-
Dynamic event participant lists that can be used in a workflow
It would be great to be able to create a workflow that sends an automated email to each registrant in an event, as soon as they register. Currently the constituent list you can create from an event is static.0 Reviewed: Voting Open
-
MORE Options to Resolve Failed Receipts
Allow us these additional options on failed email receipts: Update/Add email address Resend to other listed email in Donor's profile Mark Failed email address as inactive or fail reason Allow these actions on the same page without having to go to ...1 Reviewed: Voting Open
-
Visual indicator that there are multiple notes on an action record
So that we know to open the full record and not just read the "See More" of a single note.It could be a different color for the speech bubbles or a number in the speech bubbles. See picture for reference speech bubbles.0 Reviewed: Voting Open
-
List criteria for attachment
Need to find who has any attachements in NXT.0 Reviewed: Voting Open
-
Allow Admins to schedule & email to others
Right now I can schedule a campaign report to be emailed to me at a set day/time. It would be helpful foe me to be able to share that report with others on my team. So the MGO and my campaign manager get the campaign report each day. I'm using an ...0 Reviewed: Voting Open
-
Display tributes in batch approval page webview
At the moment you need to go in to edit batch gift before you can see if someone has made a tribute donation, rather than having to go into every batch it would be more practical to see this on the batch approval page so you can easily see what gi...0 Reviewed: Voting Open