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Ability to upload csv list when sending email out through OLX
Allows for sending emails to donors using different email types. Especially useful when sending emails to contacts at organizations.Reviewed: Voting Open
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Have the notification pop up when you edit something in lists go away after a certain amount of time.
It's really annoying that the little notification pop up that says something was edited never goes away unless you actually click the "x" to close it out. They stay up and are in the way.Reviewed: Voting Open
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Tables for Constituent Data
It would be beneficial to have tables for constituent data such as title, job title, profession and industry to make reporting for accurate and efficient.Reviewed: Voting Open
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Some Upgrades to Move Me from Queries to Lists
Constituent code as a filter in gift lists Preferred addresses as a column in gift lists Addressee and Salutations as a column in all listsReviewed: Voting Open
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Business Email under Primary business show on NXT
We add the constituent's business email address to their primary business record but it will not show up in NXT. When we add the business email address under the email tab on the Bio 1 screen - it does show up in NXT. It would be nice if the busin...Reviewed: Voting Open
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Ability to Remove NXT Ratings from the Database View
We would like the ability to remove the NXT ratings from the database view (without it re-syncing) once the option is turned off in NXT.Reviewed: Voting Open
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Display filters automatically added to action list when starting from a static query
When creating a new action list from a static action query only Open actions are included by default. We have to change or clear the action status filter to display both open and closed actions. There should either not be default filters, or it sh...Reviewed: Voting Open
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allowing summary note to keep formatting.
i think it's fine for the summary note to condense paragraphs when it is collapsed, but when the summary note is expanded it should keep the formatting. having a way to break up the note visually is really helpful for our team because they would l...Already exists
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Add FundID to NXT batch forms
As an institution with hundreds of funds, it would be extremely helpful if the FundID was added to the NXT batch form. This would make reconciling much easier.Reviewed: Voting Open
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Move the Assign to Fundraiser option to the top of the Action Details tab when creating a new Action
Fundraisers tend to miss the "Assign To" option at the bottom of the tab when creating new Actions. Moving that up to the top of the screen would help them to ensure they are selecting an option when adding a new Action.Reviewed: Voting Open