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A summary field in the constituents account that always shows their total giving. Just like there is the option to pull up last gift, first gift, largest gift etc...
No description providedReviewed: Voting Open
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E-mail Accessibility: Add Headers
Please add headers to the E-mail text editor. It is important for those using assistive technologies to be able to read an email in the order that it is intended to be. Headers communicate the appropriate order. Read more about accesibility and he...Reviewed: Voting Open
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Custom Insights Add Gauges as a chart output
Add gauges as a chart output option in Insights. Many organizations still need to export data and create in Power BI because they need more functionality than Insights can offer.Reviewed: Voting Open
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Allow the creation of a list or query from the list of excluded records in NXT Webview lists
When clicking on the number to bring up records excluded in an NXT Webview list, the list of excluded records comes up. I often need to create a separate list or query from this list of excluded records, but there is no option to Save these exclud...Reviewed: Voting Open
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Keep major city names viewable on map view of lists
When there are a lot of records on the map view, the major city name disappears as the records (red dots) appear. It would be nice if the name of the city did not disappear as you zoom in and out. It's hard to tell what major city you are looking ...Reviewed: Voting Open
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Donation Designer Easy Edits
It would be great to have the donation email template accessible to edit from the "Issue Receipt" Function. This would make editing a grant acknowledgement template much easier. At this time we have to edit the template than go back to the foundat...Reviewed: Voting Open
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Wish we could compare a constit code-based group (eg. major donors, board , etc.) against standard benchmarks
benchmarks are already available, just wish I could choose one of my previously cohorted constit groups to compare against the existing benchmarking data. This would not mean the benchmarked data would need to be revised or refined at all (althoug...Reviewed: Voting Open
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Put "assigned to" back in the action summary in the constituent record view
The individual(s) assigned to the action used to be part of the summary in the actions tile in a constituent record, but isn't there any more. It is helpful to get a first glance of what recent actions a gift officer completed, or who was the most...Reviewed: Voting Open
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In duplicate management allow filtering/sorting by 'Matched on'
I have huge numbers of possible duplicates that I do not have enough information to confidently merge. I would like to be able to view only those that have an email or address match.Reviewed: Voting Open
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Add addressees and salutations as required fields in the Relationships tab
It's that simple. Would be very helpful for mail merging.Reviewed: Voting Open