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Add Phone Number to processing Screen in Online Express
Currently, you have to click "add constituent and edit" in order to access the phone number information of a donor. It'd be great if this could go on the processing screen instead so that you had less clicks to get to the information.Reviewed: Voting Open
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YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.Reviewed: Voting Open
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Please add Zoom support!
Zoom support with screen sharing would be so much more efficient than text-based chats with screen shares. Sometimes it takes a significant amount of time jst to explain what the issue is. A live Zoom session with screen sharing could save everyon...Reviewed: Voting Open
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Don't put data in blue that cannot be clicked or drilled-through for more information; it's confusing
At the top of the Giving tile, the topmost stats are in blue. This is confusing because usually blue (and red) are used as color guides to indicate to the user the number/amount can be clicked on for more information/the detail behind the number a...Reviewed: Voting Open
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Filter on events in Gift List
We have an event with a lot of participants. We have a receipt that's specific to the event tickets and we want to batch receipt them, and not have them mixed in with our donations on the Gift receipting page. The only way to do this is to make a ...Reviewed: Voting Open
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Tags should be an option for filters in Report Builder
No description providedReviewed: Voting Open
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Add additional operators to the constituent code date field in NXT List filters
I tried to create a list of new parents in NXT based on the filter of 'as of' a specific date, and found that the 'as of' field is functioning as a 'this is the code on this particular date' instead of a 'starts on this date' like the constituency...Reviewed: Voting Open
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Automatically uncheck "Include Deceased Constituents" in Queries
The boxes in the Criteria tab of Queries to include deceased constituents, inactive constituents, or constituents without valid addresses should be automatically unchecked with the user's option to include them, rather than the other way around. F...Reviewed: Voting Open
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Filter Contacts when adding an action
When adding an action you can now add a contact however the entire list of contacts is not available. Please add a feature to sort and filter the contacts. We have some organizations that have 100+ employees.Reviewed: Voting Open
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Not UK Taxpayers should not need their declaration confirmed
In RE/RENXT, we can add Gift Aid Declarations that say that a constituent is "Not A UK Taxpayer" and therefore, we cannot claim Gift Aid on their gifts. We do not write to these constituents to confirm this status, if they have told us on the phon...Reviewed: Voting Open