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Gift Batch Entry: Matching Gift Pledges
It would be amazing if there is an ability to apply a gift towards an existing matching gift pledge in the gift batch process. I can apply a gift towards pledges currently, but that doesn't extend to matching gift types.Planned
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NXT does not find a name that has an accent. When I type a name and it has an accent over the letter the search does not find it
No description provided -
Web View Search Bar Functionality needs to be as Robust as Database View Search Bar Functionality
Sometimes to find a donor in RE, you need to search for them via their address line 1, their city, their email, and/or their phone number. This can be easily done via Open a Constituent / Search in database view but not currently via the search ba...Reviewed: Voting Open
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Choose whether to view Campaign/Fund/Appeal Description or ID
I'd like to be able to choose whether to view the ID or the Description of a Campaign, Fund and Appeal. Also, I'd like to have the ability to filter the active and inactive ones within the list. If you're choosing the campaign, fund or appeal to v...Reviewed: Voting Open
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Allow choosing file location when exporting from Web View Queries
Currently in Database View, when exporting a Query we have the capability to choose the download location. This saves time since it is done within the workflow, rather than having to open up a separate window later once the export completes and th...Reviewed: Voting Open
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Add feature to create Event based on previous Event (Copy)
Provide a way to copy or have a save as function to an event. Every time we make an event that we had last year, we have to totally remake it instead of just copying and making changes.
Planned
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Remove Fundraisers with an End Date from Constituent Lists
Constituent List are clogged with former solicitors to the point that current solicitors/fundraisers do not see their name unless they hoover over the field for each prospect. Please allow for choosing to display only active fundraisers (those who...Reviewed: Voting Open
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Create gift query of committed gifts in webview
In database view this is an option that we use to pull our gift batch reports, for auditing purposes, based on the committed number given batch...but in web view we have to create the query once the batch is approved. This has created unnecessary ...Reviewed: Voting Open
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Restore visible email addresses and responses to Appeal Module in Constituency Record
A week ago, our office could quickly scan the appeals module and see which of several emails were being used and when, when clicks occurred, what msgs bounced, etc. Sometimes we'd have to look at several pages since only five appeals are shown, bu...Reviewed: Voting Open
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Activate Tribute Field in Grid Batch
No description providedPlanned
