-
Allow receipts to be generated for accounts without an email address
Not all constituents use email (older folks, some companies, donors who give offline and don't provide an email address when giving) and it would be helpful to be able to generate and mail a receipt per their wishes.1
-
Allow lists to run off of dynamic queries
I would like to be able to make queries that have a lot of including/excluding etc. and have the ability for those queries to be used for generating a list. The user might still filter on that but this would give them a good set to begin with.88 Reviewed: Voting Open
-
Middle names visible in RE NXT
We need to be able to see middle names and first names vs preferred names in the constituent summary of RE NXT. Right now the only way to see that information is to click 'edit' and 'name'. This is really slow if you have multiple constituents wit...4 Reviewed: Voting Open
-
Add Upcoming Pledge Payment List
Add an Upcoming Pledge Payment Due statistic and list in Work Center next to the Overdue Pledges statistic. Fundraisers can proactively remind donors about upcoming payments in a personalized and timely manner. Pledges due next month is a one exam...0
-
Vital Updates for Canadian CRA Compliant Tax Receipts
The recent updates to Canadian Receipts are a good start, and users have already expressed issues with layout and design that make them quite unprofessional looking. The current key issue is using the Display Setting for the donor name. This is no...1 Reviewed: Voting Open
-
Add "Last Fiscal Year to Date" as an option for date ranges in reports
I do a lot of reporting on the current fiscal year vs. where we were last fiscal year at this time, for more than one Campaign. I use Gift Detail Reports for this currently, and need to go in and manually update the dates each time. I would be abl...6 Reviewed: Voting Open
-
In web view standard reports have the option to output both Fund ID and Description
Posting this idea inspired by a community post from Jill Gerig. Different organizations use Fund ID and Fund Description in different ways. We would like the option to output the fields that support our internal business processes. Please referenc...4 Reviewed: Voting Open
-
Posting Report Posted By Field
The posting report when posting gifts to the general ledge has a Posted By field which is always blank. Having it show the name of the user who is doing the posted would be very helpful for auditing purposes to ensure that we can show the name of ...0
-
Properties & Import IDs - record merges and db admin
To be able to make informed decisions in web view after merging records, please bring over the properties that exist on addresses in database view. For that matter, all fields that have properties in database view need to be transferred to webview...1
-
Online Data Review must be added for Event Registrations
Event Forms are currently unusable for our nonprofit because Online Data Review and specifically being able to use "Review and match all transactions" (a necessity to prevent drastically increasing our number of duplicates in the system that would...37 Reviewed: Voting Open