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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
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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
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Introduce bulk grid editing for all record types
I saw this in a demo for another CRM and it looked so slick and useful. Like a more granular Global Change, but you get to see the selected records and selected fields in a big grid/spreadsheet that you can edit, either one by one right in the gri...4 Reviewed: Voting Open
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When applying a gift to a pledge in NXT- allow a cash gift for remainder as it works in RE
We frequently have donors cover fees but I cannot use the pledge application because the gift amount is now more than the pledge becuase of the fees. Please create the 'cash gift for remainder' option like it is in database view.1 Planned
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Search queries using wildcard characters
We have thousands of queries we need to search through. Not having wildcard characters makes this extremely difficult, often resulting in duplicate queries being created unnecessarily3 Reviewed: Voting Open
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Please keep Plug-in with Outlook!
We really love the plug-in with Outlook. Various people in our org use it often.9 Reviewed: Voting Open
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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
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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
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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
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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