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Add constituent source field
Other CRMs I've used have had a Source field for Constituents used to record how someone got into the database, e.g. email sign up form, donation form, direct contact with a fundraiser, purchased list, etc. This would be useful to add to Constitue...2 Reviewed: Voting Open
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Do Not Delete Functions in Database View
I understand that RE is moving more & more over from database view to webview - however I find that web view crashes a lot. A problem that I never have with database view. There are times when I am trying to do work in Web View and it will sim...0 Reviewed: Voting Open
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Make the peer-to-peer tile queryable
I can't run a query (or build a list) of constituents who have the peer-to-peer tile (we use JustGiving). There appears to be no way to see a list of constituents who have p2p information on their records. Having a list of constituents with the pe...1 Reviewed: Voting Open
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Update GL Post Status for Pledges from NXT Forms
With the new rollout of pledges available on NXT forms, I found that the GL post status is set to Not Posted and you cannot update the field. Please change this. We need to be able to mark the pledge posted.1 Reviewed: Voting Open
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Include Gift Properties including Import ID to the web view
The Gift Import ID is currently only available in the database view, request for it to be included in the web view along with the other Gift properties.0 Reviewed: Voting Open
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Ability to view actively running queries
Currently, web view Query has the following limitations regarding actively running queries: Users can run a maximum of two queries concurrently Environments can run a maximum of 10 queries concurrently If a user attempts to run a query when ...0 Reviewed: Voting Open
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Make Custom Fields Sortable
When viewing custom fields in NXT (Attributes in RE) it would be helpful to be able to sort them in different orders so that I can immediately see what I need rather than scrolling through many to find one most relevant to the constituent.7 Reviewed: Voting Open
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Prospect Insights - ability to review spouse data together
When reviewing a prospect's scores and wealth data, it would be helpful to see information about their spouse at the same time. That way, you can make qualification and assignment decisions for both members of the household at the same time.
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Reviewed: Voting Open
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Filter Opportunity List by Fundraiser details
Please add the ability to filter Opportunities by Constituent Assigned to and Solicitor Type. This would help greatly in differentiating responsibility when we have a primary and secondary solicitor on a constituent record. The proposal assigned f...3 Reviewed: Voting Open
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Gift Summary Export Output for Total # of Years Given
It would be helpful to know how many years a donor has given. Although there is a consecutive years given report, there isn't a way to easily report on the total, whether consecutive or not.0 Reviewed: Voting Open