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Allow non-admin users to mark a constituent as a fundraiser
We have the option of allowing database view users to mark individuals as a solicitor/fundraiser. NXT users with this database view role cannot mark individuals as a fundraiser in NXT. This creates an extra barrier for our staff to use NXT and unn...1
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Create a gift list by donation form
It would be helpful to steward donors who have given through certain donation forms. Is it possible to generate a list of donors by which donation form they gave? Or another way to think about it would be, there is a summary of each donation form ...1
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Seeing if a Donor is Assigned a Solicitor While in Batch
I would like to be able to see if a donor already has an assigned solicitor while entering their gift in batch while in the database view. I would like it to show in the constituent fields on the right hand side of the screen in the batch screen.1
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Report Builder - add Fundraiser type to filters
We would like to filter based on primary staff assignment and discovery assignments. Adding the ability to filter by fundraiser type would make this possible for us.0
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Fiscal Year
I would love the ability to add an ouput column of "Fiscal Year" when using a gift query/export0
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Password Reset - When the time comes where a password reset is required or even when setting up a new users password it would be helpful if the program stated how many characters were required. It isn't until you put in a new password that the program alerts you to the amount of characters requred. When you put in too few it causes some wasted time trying to figure out how to get back in.
No description provided0
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Opportunity - Fund Selection - Should show more than 10 or provide functionality similar to Lists AND allow search by ID
My fundraisers often manage more than 200 funds and they may or may not know the exact name. When adding a fund to an Opportunity by typing "College of Health", only the first ten funds that include that phrase appear. If my fundraiser can't remem...0
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Contact information for Contacts within a Corporation/Constituent
Why is it that if I am in a constituent file and click on a relationship (who happens to have their own constituent file) it take me directly to their personal information and does not give me their business contact information? In order to get a ...0
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Enable ability to select filter by custom field table values
I would like to see the ability to filter based on the custom field values for those attributes that are configured as tables. Currently you can only select the custom field and a field date. We need the ability to filter by the value that is in t...1 Will not implement
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Webview duplicate search when adding a new constituent - Not Working due to Database View Issue
Unfortunately, Webview has lost previously shipped functionality due to the lack of support for Database View. It's odd but details are below for why this is occurring. If you receive an error "Undefined RE Error" when saving (or importing) a new ...0