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Monthly giving statements to residents/individuals who gave last month
I would like to be able to create a workflow that would automatically send last month's giving statement to each donor (individually) who gave in the last month0 Reviewed: Voting Open
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Prospect Insights - Add rating
It would be very helpful to see our internal rating as well when viewing constituents in Prospect Insights.0 Reviewed: Voting Open
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Allow recording additional opt-in consent
Our policy is to record email opt-in consent each time that we are given it by a constituent. With the changes to the consent tile, once someone is already opted in, you cannot add additional instances of opting in to email on top without first op...1 Reviewed: Voting Open
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Customize Giving Statement PDF
Users would like to customize the PDF that is downloadable to to include data like Receipt Amount0 Reviewed: Voting Open
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Add a Calendar YTD and Fiscal YTD filter option to insights so the comparison to the same period is accurate
I have a dashboard based on "This Year" with several insights. However, the compare to "Same period previous" shows data for the entire year total of the previous year instead of the YTD for the previous period. This does not allow for a live look...4 Reviewed: Voting Open
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Viewing different Campaigns when selecting Pledges to Pay in Web View
I believe it is essential to show the different Campaigns when selecting what pledges to pay on in web view gift batching. We have multiple Campaigns where I work and there is no better way to be able to differentiate the Campaigns other than to l...0 Reviewed: Voting Open
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Add additional merge fields to Email
The available merge fields in marketing email is rather limited. We send a birthday email to constituents that prompts them to update their information. We are lacking merge fields that have previously been successful in leading recipients to acti...5 Reviewed: Voting Open
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Add 'Appeal' field to Actions
We can of course input the Campaign against actions, but for some reason you cannot with appeals. This would be so much more useful to have appeal rather than an overarching campaign. We want to be able to report on performance and efforts that ha...0
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List from dynamic query
Right now when I make a constituent list I can start from a static query. It would be great if I could start from a dynamic query, that way I do not have to regularly update the query to have an accurate list.2 Reviewed: Voting Open
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Add ability to add name tags in NXT event module
It would be helpful if the event module in NXT allowed users to add name tags to the participants records much like Raiser's Edge currently does. That way, when the registration list is exported that same export can be used to generate the name ta...14 Reviewed: Voting Open