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Limit action type entry by security group
We have a lot of different action types, but generally certain groups of staff members only use a handful of actions. For example, our gift officers only use a handful of action types. It would be great if we could limit what type of actions they ...1 Reviewed: Voting Open
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Government employment data - Add 'Department' field
We have many constituents that work for various governments (federal, state and local) and their departments, where a third employment field for 'department' would help describe those roles more accurately. For example: Name = Australian Governmen...0 Reviewed: Voting Open
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Pop up list of donors for Donor Lifecycle graph in NXT Analyse
When you click on the graphs in NXT Analyse it brings up a list of donors associated with the graph, however for some reason it doesn't seem to do this for the Donor Lifecycle graph. In some regards this is the most important graph and bringing up...0 Reviewed: Voting Open
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rename Surname to Last Name
modern practice is to replace the word Surname with Last Name0 Reviewed: Voting Open
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List invoice numbers paid and possibly descriptions in direct deposit email through NXT.
Listing invoices that are paid as a direct deposit description email notification would benefit the recipient because they would know what is being paid. This would also benefit EveryStep, the payer, because we have to follow up by emailing vendor...0 Reviewed: Voting Open
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Preferred Name should be displayed in Org relationships list
An Org's contact list should include the Preferred Name for a Contact immediately visible in the Relationships tile rather than having to click into the relationship itself. When a donor calls, we need to be much more agile in responding to them, ...0 Reviewed: Voting Open
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Work Centre Table Fields to include latest gift info
It would be great for the Work Centre to have more columns available to display, like recent gift date, fund, and gift amount. That glanceablility would be beneficial to all team members.0 Reviewed: Voting Open
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Encrypt attachments
Allow for the upload of W9's to the vendor record to allow for a paperless environment.0 Reviewed: Voting Open
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Gift Attributes field needs to extend character allowance
We have run into an issue where gifts downloaded from OLX. The gift attribute field doesn't have enough character allowance for the data porting over. This forces us to delete some of the data so we can process. Is there a way to extend? We utiliz...0 Reviewed: Voting Open
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Usernames should be synchronized in Actions NXT and RE
All NXT users would benefit0 Reviewed: Voting Open