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Custom Appeal Code for E-Mails
As OLX is currently designed, the total funds raised does not work. OLX creates a custom appeal code like BBOX1749467 but we create an appeal code for the page we created. There needs to be a way we can either link a page to the blast or create a ...0
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Add a Favorites folder/option in Export Ouput screen
Similar to Query, allow users to keep a Favorites folder for output fields in Export. It'll help folks save time as they won't have to scroll down through all the different output fields when selecting what to include in their Export.0
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Automatically update actions added to a spouse's record (who is also a constituent!). I don't want to have to manually enter the Action 2x
When I call a household to thank for a gift but each spouse/partner/household member has their own record, automatically add the action to both records (or give me the option to automatically add the action - similar to an address update prompt). ...2
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"Go to" functionality in a gift record for a soft credited constituent
I would love to be able to "go to" the soft credited recipient of a gift. Either by way of the blue "go to" arrow in the toolbar of the gift, or from the Soft Credit tab. Or even display the soft credit recipient's ID or their middle initial. We ...0
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query using primary member
I need to be able to query on constituents who are the primary member in a membership. The Primary Member field is not available in query. According to BB713742, we need to do an export and then delete those records which are not primary in the ou...2
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Phone DNC or comments import
There should be an option to import phone numbers with comments or with the option to import numbers as well as the notice of "Do not contact/call"0
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Events: Include 'Start Date' as a searchable field in the Open an Event Screen under the heading 'Find Events that meet these Criteria'
No description provided0
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To unlink multiple Gifts from Event Registrant Records through import or global change.
We need to move multiple Participants to different Events. We can link Gifts as Donations or Registration Fees to the new Event through import but not unlink from the old Event. This means they are linked to both. They can only be unlinked manuall...0
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date
Add a fuzzy date option of "Today" in Query. This would allow for selecting relationships that are valid as of today without having to use "ask" parameters in query. We always have to specify the relationship date from as less than or equal to tod...2
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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