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Web View Export - Enhance Filtering Options on Output
Enhance Export capabilities in web view to allow more granular filtration for output. One particular use case we need fulfilled is Degree Type as a filter under Relationships > Education. Our School of Medicine needs the ability to write report...0
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Return the ability to delete a gift record from a constituent record.
As I understand it, if a gift is entered into a donor record in error or in duplicate, it can no longer be deleted. Rather, the only thing you can do is change the gift record to a zero-dollar amount. This is confusing when looking at the list of ...0
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Share opportunities
We often solicit by households rather than individuals, so it would be helpful for spouses or other relationships to both be linked to the same opportunity rather than just having it exist on one constituent record.0
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Data Health - merging option - Automatically Soft credit all gifts
It would be nice to add an option check-uncheck in the section "Select Data to Merge" to be able to Automatically soft crediting all gifts for the source constituent to the target constituent.0
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Add Export to NXT
We need to have Export in NXT before Query is turned off in database view. With just Query in NXT, there is no ability to do household processing for mailing lists, or export fields like constituency code as separate columns rather than duplicate ...0
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Portal lifetime giving amount should not double count pledges and their payments
The lifetime giving calculation in the portal currently includes both pledges and their payments, resulting in double-counting the same gift. This inflates the giving history for donors with pledges, displaying incorrect amounts and potentially ca...5 Planned
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Allow user to hit enter in webview when searching a constituent
I waste a lot of time looking up constituents because, out of habit and database view use, I press enter after typing a name. It shouldn't matter if I press enter or not. Please fix this!4
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All the functionality of Database view should be available in NXT webview
Given that we have been told that the intention is to "switch off" Database View at the end of 2024, this is obviously what is needed.32
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Query Favorites from Database View Should be Visible in Web View
It would be helpful to be able to view queries in web view that were marked as favorites in database view. Currently, Favorites in web view and database view are separate groups, which requires double-favoriting.
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Reviewed: Voting Open
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Send different confirmation emails to users based on whether they are attending or not attending the event
If the "Allow Users to RSVP No" is enabled on event registrations, those registrants would receive the same confirmation email as those who are attending the event. There should be a way to segment the confirmation emails to those who bought a tic...0