-
Enable association of Action Types and Action Categories
It would be helpful to associate specific Action Types with discrete Action Categories, allowing gift officers to have a smaller drop-down menu of Action Types only available when a particular Action Category is selected.0
-
In opportunity lists, add more column options. For instance, columns that show last gift or total giving NOT related to the opportunity,
No description provided0 Reviewed: Voting Open
-
In Post Gifts, add ability to have default Post options.
In database view each time you open Post to General Ledger the system "remembers" the last settings that were used. This is extremely helpful as we use the same Journal Code, journal reference from Configuration, post transactions in Summary, and ...1 Reviewed: Voting Open
-
Add Tributes to AI acknowledge messages
When creating AI acknowledgment letters, there currently is no optin for AI to pull in tribute details which would make the acknowledgment letter that much more complete (ie Thank you for your gift of $x on yyyy date in honor of xyz). Please add t...0 Reviewed: Voting Open
-
Custom Fields on Main Donation Page to appear on notification email that is received when donors make a submission on my RENXT forms
We don't use the Tribute field; instead, we use Custom Fields. Currently, we have to approve the batch and go into each gift to check if it was made in honor or memory of someone. It would be great to be alerted in the notification email by having...2 Reviewed: Voting Open
-
Add Gift Aid option to NXT Event form
There is an field for Donations within the NXT Event form, however there is no option for UK supporters to add gift aid to their donation. I suggest that the Gift Aid declaration section is added to the NXT events form to allow supporters to add G...0 Reviewed: Voting Open
-
Make Custom Fields Sortable
When viewing custom fields in NXT (Attributes in RE) it would be helpful to be able to sort them in different orders so that I can immediately see what I need rather than scrolling through many to find one most relevant to the constituent.7 Reviewed: Voting Open
-
add reminder to actions on WebView
i would like to be able to add reminder in actions and i would also like to be able to post to google calendar from the database view when i add an action0 Reviewed: Voting Open
-
Remove donors from a workflow
As well as an inclusion list it would be great to be able to add an exclusions list to a workflow or drop donors from a workflow. We want to send a welcome series to regular givers but if they cancel after the first gift we do not want to send the...14 Reviewed: Need Further Info
-
Filter Opportunity List by Fundraiser details
Please add the ability to filter Opportunities by Constituent Assigned to and Solicitor Type. This would help greatly in differentiating responsibility when we have a primary and secondary solicitor on a constituent record. The proposal assigned f...3 Reviewed: Voting Open