-
Letter Code should work for Receipts as well as Acknowledgements
In Database view the letter code field can be used even if the Acknowledgement status is "Do Not Acknowledge". In Web view the letter code field disappears if the acknowledgement status is "Do Not Acknowledge". We issue either a receipt or an ackn...Reviewed: Voting Open
-
Remove check box for "Recipient is the same person as honouree" for in memory gifts
Remove this check box entirely for in memory gifts, it does not make sense when the person is deceased and can offend people making in memory gifts.Reviewed: Voting Open
-
Need to see more constituent data when entering gifts
When entering gifts I need to be able to see if donor has provided new phone/email. Search window when looking for donor name only displays address. As we have more days with just a few gifts, we are not utilizing an import product but just key in...Reviewed: Voting Open
-
Add fields to NXT batch validation reports
It is important for us that a column for fund # and a balance section are able to be added to the validation report for pulling gifts into FE from RE. These are columns/sections that are currently on the report in database. As stated above - add...Planned
-
Lock Editing Access on VIP Records
Ability to restrict editing access on select VIP records (such as Board of Trustees members) to only certain access levels would prevent staff members from "updating" VIP records incorrectly. We have run into issues with AddressFinder misattributi...Reviewed: Voting Open
-
Gift List in RE NXT should include the column for Assigned Solicitor
We are finding that running constituent lists does't give us the information needed and then when we run gift lists it doesn't give us the the constituent information needed such as the assigned solicitor which would be a lot better for us. Not gi...Planned
-
Insight Attribute filters in dashboard builder - Custom Fields needs to have a more robust presence in dashboards and reporting. It is an important feature.
Custom Fields needs to have a more robust presence in dashboards and reporting. It is an important feature.Reviewed: Voting Open
-
Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.Reviewed: Voting Open
-
Write-off amounts should automatically be subtracting to the pledge
The issue right now is that write-offs are being applied as pledge payments. When you look at the constituent's record, the gift history shows the full pledge amount even if a chunk of it has been written off giving a false donation history. The s...Reviewed: Voting Open
-
Delete Constituent Form Spam Entries
Currently the Constituent forms treat all submissions as valid, passing them to the review tool, at which time the user is given limited options to create a new constituent record or choose an existing record to link/update. Because the forms are ...Reviewed: Voting Open