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Add spouse records to the search criteria when linking constituents to gifts in Online Express
Everyone would benefit. When a spouse with a different last name makes a gift for the couple, Online Express cannot find the account to link it to. Example: If Betty Jones, wife of Bob Smith, makes the gift for them, using her name, Online Express...2
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Write-offs: Do not count in gift amount or as $ recieved in transactions
There are a couple other ideas that touch on write off options - think most would be resolved if write off amounts by default were not included in gift totals on gift tab, in amounts received on installment/transaction tab of gift record, etc. Can...0
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Make the Filters in Query wrap around in the Filters window (so you can see all your criteria at one time).
When using multiple filters in query, such as a long list of Funds, the list of Funds just runs across the page in the Query design window. It cuts off after a certain point, which makes it difficult to view your criteria, where your parentheses a...0
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Real-Time stats in MobilePay
How about a reporting screen that captures real-time info on the amount of transactions that have taken place? For example, select a specific date-range in settings and a graph/chart summary screen displays total $ transactions/counts that have co...0
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add a column with tribute name to batch
Have an option to show column with tribute names of gift in batch.1
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Report to change database changes
A report that can be ran to show what changes users have made to the database would be helpful. If it could show name of user date and changes they made such as adding notes or deleting donors.0
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Assign more than one prospect to an opportunity - eg a couple
When using the opportunities functionality, it would be useful to treat the opportunity as the focal point and link relevant prospects to it. For example, a husband and wife are logged against a given opportunity so when you open Mr Smith's record...0
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Base pivot reports on exports not just queries to remove duplicates
Pivot reports are great in 7.94 and 7.95 since they go directly to Excel and save the pivot report structure. But the fact that they are based on queries, that may contain duplicates is a limiting factor so only the most basic queries can be used....0
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Add Attributes to Columns in Events
It would be helpful to add a column for the notes in the attributes tab (from each participant profile) so that they appear in the overview upon opening the Event (at least when Participants is the tab selected to open on default). We keep registr...0
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Add Soft Credit total option to Summary Exports
It currently takes two queries to get a column of what someone has raised soft credit wise. An option to have total soft credit amount in Summary in Export or in NXT Lists would be incredibly helpful. Soft Credits are how we track what a fundraise...0