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Matching Deep Dive
Hey there, it would be great to be able to click into the Matching Gifts in the web view under "Giving" so that we can see all the matching gifts associated with a donor.
Created 20 May 16:48 by Guest
Gifts
0
Reviewed: Voting Open
7
Vote
Customize date format (M/D/Y vs. D/M/Y)
Users should be able to edit the format of how dates appear in records (e.g. in gifts, actions, notes, etc.) to be able to view in European style (date, month, year) or U.S. (month, date, year), or other!
Created 07 Jul 16:24 by Guest
Settings
2
Reviewed: Voting Open
3
Vote
Load Menu First when Accessing Lists
When accessing the Lists function in web view have the menu load instead of the last list that was open. If the list was complex it can take several minutes to load. Having the menu option load first allows the user the option to click to the list...
Created 05 Oct 11:55 by Abby Miller
Lists
1
Reviewed: Voting Open
8
Vote
allow all columns in event and participant view to be locked in place globally, for consistent view
When trying to add columns to participant lists, not all are available. Why? Columns can be unchecked (not viewed) but others are not able to be added. Users should be able to create a global view of event participant lists that is consistent thro...
Created 13 Sep 11:34 by Brian Hallisey
Events
0
Reviewed: Voting Open
1
Vote
Add opted-out category on sent email list
We can see recipients, opened, bounced emais but not those that have opted-out to received the email, sometimes opting out by mistake and we can't review and confirm the reason the recipient did not get a communication.
Created 19 May 17:55 by Ivette Fernandez
Email
0
Reviewed: Voting Open
1
Vote
Grouping canvassers for actions.
When adding an action on RE it would be much easier to have a small group of regularly used canvassers at the top of the list. We currently have to scroll through the whole list to select the correct ones.
Created 19 May 10:03 by Cheryl Carter
Actions
0
Reviewed: Voting Open
2
Vote
Load blank Lists menu rather than last list run
Lists should always show the new list options page, not keep trying to load lists you've closed. When navigating to Lists in web view it pre-loads the last used list, presumably from cache, even though you've closed it. This ALWAYS causes a delay ...
Created 26 Jul 09:23 by Amy Daultrey
Lists
1
Reviewed: Voting Open
7
Vote
More fields available in API/web view
We need education and fund attributes available in web view and in the Raiser's Edge API that we use in Advizor. I am assuming, based on the fact that the same fields are not available from the API feed as are not available in web view, that the p...
Created 02 Jul 15:21 by Rachael Walker
Reporting and Analysis
0
Reviewed: Voting Open
10
Vote
Add "Action Notes" as a column under Lists/Opportunities
This will expedite list review when we are in meetings with volunteers, instead of having to open/close Action details
Created 23 Jan 19:05 by Guest
Opportunities
1
Reviewed: Voting Open
7
Vote
See who last changed a record in RE NXT.
In database view you can run a query to see who last changed a record, but if it was changed in RE NXT the output only reads: NXT System User: Constituent Data Manager. Please have the actual User show.
Created 01 Jul 16:48 by Shelly Coerver
Security
0
Reviewed: Voting Open
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