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Bring the Action Save and New to web view
In Database View, when saving an action, users have the option to select “Save & New.” This functionality is greatly missed by our fundraisers in Web View.I understand that the underlying mechanics in Web View are different, which may make thi...0
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Constituent name format options in all lists (Action, Opportunities, Constituent)
I work in the Action, Opportunities, and Constituent lists on a daily basis, entering information, exporting data for fundraisers, and managing name records. Currently, each list displays constituent names in a different format, which creates inco...0
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Automatically assign Constituent Code in an On-Line Donation Form
Having the ability to automatically assign a constituent code to a donor making an on-line gift will greatly help in segmenting donors for mailings and solicitations based on constituent code. This option is available on on-line registration forms...1
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soft credits showing in web view
No description provided0
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Solicitor Performance Analysis Standard Report in NXT
Bring the Solicitor Performance Analysis Report that is currently in the database view over to Standard Reports in NXT. This may be similar to Idea RENXT-I-1890, but it is not tagged Standard Reports.2
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Gift Batch Validation Report NEEDED for Batches Approved in NXT
This is not an idea, this a basic requirement for day-to-day operations that needs to added to NXT functionality immediately. There needs to be a way to view and print a Gift Batch Validation Report (or some new version of that) for gifts that hav...26 Reviewed: Voting Open
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Deactivate custom gift table entries
I have a custom gift field with table entries I've created, but unlike constituent custom fields, you cannot mark entries as inactive if you no longer require them. This seems to be the case on all gift custom tables. Therefore, the dropdown list ...0
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Introduce bulk grid editing for all record types
I saw this in a demo for another CRM and it looked so slick and useful. Like a more granular Global Change, but you get to see the selected records and selected fields in a big grid/spreadsheet that you can edit, either one by one right in the gri...9 Reviewed: Voting Open
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When viewing a participant list, allow us to view a list of all guests
In an event, when working with participants, we can see a list of participants for that event with contact- and participation-related info in the columns. The problem is that if a participant has a guests, they are simply listed under the particip...0
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When registering for an event as an org, allow the org to be the payer
Currently, if a guest or multiple guests were entered into the form, then at the payment stage, the person paying for the registration must be selected: either one of the guests or a "different contact". This is unclear for those registering as an...