-
Track updates in a record
We have to track changes in RE to update a patient database. I would like to add a feature to track what changes have been made in a record over a specified period of time.0
-
Link "Fundraiser" button to Portfolio
Please link the Fundraiser button on the constituent record of fundraiser to their Portfolio. Currently there is no easy way to get from the constituent view of a fundraiser's record to their list of assignments.0
-
Allow type/search in country field
While I love scrolling down the country flags with the country names, it would be a lot more efficient if we could type the countries initial letters to search/select the country when adding/updating an address.0
-
Lifetime Giving - Soft Credit Filtering By Gift Type
For Lifetime Giving Amounts within Web View, I found that we are unable to restrict certain gift types from being an option to be a soft credit gift. We would love for pledge payments to not count towards lifetime giving for soft credit recipients...0
-
Add functionality when sending email to multiple constituents the ability to save the action to each constituent
When sending an email to multiple constituents you need to add to each constituent separately which is terrible inefficient. Please make this change ASAP1
-
NXT Action Completion Status and Check Box
In database view you can see both the Action Status dropdown as well as the completed check box and date. I would like to see the both again in NXT. This is a critical feature of how we track actions and do not serve the same purpose.2
-
Ability to globally delete individual relationship additional salutations
Currently you can only Add or Replace additional salutations for individual relationship records. I am in the process of cleaning up salutations and having to go into each record to remove the obsolete salutations is time-consuming. I found an ide...0
-
Allow Access and Processing of NetCommunity Donations through NXT
No description provided0
-
Remove hyperlink for deceased phone numbers and emails on NXT
To add an extra layer of security in ensuring people don't click on emails or phone numbers for deceased constituents it would be good if hyperlinks could be removed or greyed out.0
-
Directly edit custom field from list
The ability to click on a custom field value in a Constituent list and be taken directly to an "Edit Custom field" box woule be a great time saver.1