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Add Selections for Inactive/Deceased/No Valid Address Filters to Query Control Reports
Control Reports are useful for capturing all the details of existing queries, but I noticed that the three high-level filters with check boxes on the query creation screen don't appear anywhere on control reports. Can this be added?0 Reviewed: Voting Open
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Make Planned GIft Beneficiary information visible in NXT
Currently you cannot see the beneficiary of a planned gift in NXT. It is important to be able to see this and would be beneficial to end users to be able to see this information without going into database view.0 Reviewed: Voting Open
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Allow Actions to Initiate a Workflow
The ability to create a workflow based on an assigned gift officer would be helpful. For example, someone adds and action to an assigned prospects record who is not the assigned gift officer, the ability to create a workflow sending an email to th...1 Reviewed: Voting Open
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Annotations Created in DB View should be viewable in Web View
Would love for my DB-Created Annotations 'pop up' in Web View.0 Reviewed: Voting Open
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Allow workflow to assign Classifications or Attributes
I would like to build a workflow that will add classifications or attributes to a constituent record. We use classifications and attributes for a variety of reporting purposes and it would save a lot of time if the system could keep these fields m...1 Reviewed: Voting Open
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Adding the "online presence" as one of the list options.
When creating list we are able to create them with Constitutents name address, phone, etc. It would be helpful to also be able to create a list with the "online presence"0 Reviewed: Voting Open
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Add New Education
Would love to be able to add more education info, meaning full education resume, which schools attended, major, and grad year.0 Reviewed: Voting Open
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Search and Edit Uncompleted Actions in Outlook Plugin
It would be nice to open unfinished actions in the Outlook plugin. I often assign actions for the future or for other teammates. Then once they complete the action and add from outlook, there is a duplicate. It would be great to see all unfinished...1 Reviewed: Voting Open
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Social sharing for email marketing
We just started using Online Express for our e-newsletters and were disappointed to discover there is no way to share them on social media or on our website like we were able to do with Constant Contact. There are certainly benefits to using Onlin...0 Reviewed: Voting Open
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Ability to hide timeline for certain roles in NXT
We have users that cannot see gifts, but are still able to see the timeline function on a constituent record in NXT. Please add ability to hide for non-admin.0 Reviewed: Voting Open