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YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.1 Reviewed: Voting Open
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Better Management of Parent/Child Addresses for Alumnae Organization
We are an all girls school and I wish we had a function or tag for addresses for head of household like you have with Spouse Records. I have had to develop mailing attributes to accommodate the issue of the children living with the parent. We only...0 Reviewed: Voting Open
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Be able to enter fund/campaign/appeal by code in RE/NXT
Unless I am doing something wrong...when entering a gift in a constituent profile, as I am tabbing along fields,I have to open the "search for appeal" etc rather than being able to add a code.Being able to tab along those fields and enter the code...0 Reviewed: Voting Open
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Automatically uncheck "Include Deceased Constituents" in Queries
The boxes in the Criteria tab of Queries to include deceased constituents, inactive constituents, or constituents without valid addresses should be automatically unchecked with the user's option to include them, rather than the other way around. F...0 Reviewed: Voting Open
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Include Just Giving URL on the Batch review in NXT
We have to change to the appeal depending on fundraising purpose, it would be helpful to be able to see more of the gift detail under edit gift such as the page url so we can change the appeal at approve rather than having to query and global chan...0 Reviewed: Voting Open
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Allow a fundraiser access to a select few portfolios rather than an all-or-nothing option.
In our organization we have multiple teams of fundraisers. It would be more effective for the lead of each team to be able to view the portfolios of only their team rather than all or only their own. This would help them to better manager their te...0 Reviewed: Voting Open
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change the color/symbol of the "high priority" icon for an action
Whenever I see that red circle and exclamation mark I think "something is wrong or bad." In our culture in many ways red has bad connotation: red light = stop, negative cash in bank account is red, flashing red lights on fire trucks, etc. Green fe...1 Reviewed: Voting Open
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Add default constituent code in NXT forms
Have the ability to set a default constituent code for new supporters in NXT online forms1 Already exists
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Adding bespoke constituent codes to individual donation forms in NXT
The option to add a bespoke constituent code to each individual donation form in OLX makes it so much easier for small shops like ours to group those donors for ease of contact and future stewardship without the need for complicated queries, espec...0 Reviewed: Voting Open
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Order of membership list under constituent codes
There's a panel for memberships but they also appear underneath the constituent codes on the top right. If the membership isn't active it shows the earliest membership date and we'd prefer it to show the most recent so we know when the person was ...1 Reviewed: Voting Open