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Database view should be implemented in the new online giving forms.
The new online giving form data input is less efficient. I would like to be able to more intuitively manage gift information in webview like we were able to do with the database previously.2 Already exists
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Add options to filter Gift List by constituent records/information
The addition of the "Any Gift" filter to Constituent Lists added a huge amount of functionality and use to those types of Lists and made it possible to make a useful Constituent List without having to base it off a static query that wouldn't updat...0 Reviewed: Voting Open
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check box or quick tag to List
Add the option to show a check box or quick tag to Lists, so that you could select specific records for a bulk update (constituent code or add/remove custom attribute for example) OR select specific records for export.0 Reviewed: Voting Open
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Auto add solicitor to action added via Outlook NXT add-on
When a person adds an action via the Outlook NXT add-on they are not being automatically added as the solicitor on the action and there is no place to add them to the action without going into NXT directly. Since they have to log in to NXT in orde...2 Reviewed: Voting Open
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Have a seperate tile for a Constituents organisations, or allow filtering to show just organisation in Relationships tile
At the moment there's no way of filtering the Relationships tile to just show where a person works. Either create a new tile for Organisations, or add a filter to Relationships tile so we can see easily.1 Reviewed: Voting Open
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Remove constituent profile pics in NXT
There should be a way to remove a constituent's profile picture from their record without having to upload a new picture.0 Reviewed: Voting Open
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Automatically mark recurring gifts terminated when constituent marked deceased
Recurring gifts should instantly be marked terminated when a constituent is marked deceased, especially when automated.0 Reviewed: Voting Open
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More options when adding new consituent
When adding a new constituent add the ability to include a spouse's name, and position/title...etc. Their are a bunch of things that could/should be included when adding a new constituent.1 Reviewed: Voting Open
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Allow multiple positions/role at one Org under the one relationship
Constituents with multiple roles/position at the same organisation should be combined under the one relationship listing.1 Reviewed: Voting Open
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Display Fund/Appeal Codes as their code and not only as their description
In Gift Lists when looking for Fund or Appeal codes they are displayed as the code's description instead of the code itself. It would be highly beneficial to be able to see the code instead of only its description as my team mainly goes by the cod...