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post one gift to more than one GL account number
When adding a gift with benefits it would be beneficial to be post the charitable portion to one GL/Project and the non charitable portion to a fee GL/project. i.e. membership0
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Make all multiple types of query fields correspond to a new column instead of row in query results
IE: Phone types- instead of a new row for each type per constituent, they should should as a new column in the same row.0
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Include donor and non-donor constituents in Financial Reports
I've created a great Constituent Giving (or Gift Detail) report to show const from foreign countries based upon a query. I can use our special salutations to show their report name and daughter's graduation year, etc. I can sort by country, then c...0
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View Adjustment Status in Gift Tab
Would like to see be able to see which gifts have adjustments when looking at the Gift tab on the constituent record0
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Select Shared Dashboard - sort alphabetically and add a column to show the Dashboard owner name
Alphabetical for sorting and easily finding them. The reason for needing the dashboard owner is that it is possible to have multiple dashboards with the same name but different owners. This would allow users to differentiate and pick the one they ...0
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Map View For None Preferred Address
Constituents Have 2 addresses : Pref Address in NY and an alternate- seasonal Address in FL (for Nov - May - Winter days) in NXT the map shows only the Preferred Address Location, but the Constituents give when they are in FL for the Winter. The...0
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Mass merge tool to stop at last group of records
This is a very small thing, but when you are clicking through groups of records to look at them before merging, there is nothing to stop you going back to the beginning without realising?0
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Mass merge tool - global delete
The mass merge tool uses the global delete process towards the end if you wish. I worry that there is a slight risk here (although we have very clear procedures) of deleting the wrong records. also is there a chance that someone could import onto ... -
Non-Latin / Non-English language characters
RE should recognize characters other than English. I could use Korean support, but I've seen other people want Arabic, Polish, etc. I'm not looking for a lot of functionality here, but at the very least I'd like people who use those characters to ...0
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Be able to look outside a Query on the Mass Merge Tool
I would find it really helpful to be able to put a Query into the mass merge tool and then tick to either only look for duplicates within the Query or to also look for duplicates outside the Query. this was a functionality on the old merge plugin ...