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Have query allow Birthdate = Today (any year) just like Month
As part of our friendraising efforts, we want to send constituents (non donors) and our donors special birthday greetings. Right now we can only do it monthly. Would be nice to have that as an option to use Scheduled Email and pull a daily birthda...1
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Send e-receipts to constituents despite the 'requests no email' checkbox
Currently the 'requests no email' checkbox prevents an e-receipt from being generated and sent to a constituent through the Mail function. This is a problem for constituents who have unsubscribed from emails from our organisation, but would still ...0
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dashboard date range all dates
In Dashboards add the option to inlcude "all dates" in the date range for the Giving by Constituency panel and the Recent Gifts Panel. You can include all dates in the Fund Summary panel, it seems odd that functionality isn't available in all of t...1
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Allow for mixed acknowledgement letters to hard credit or soft credit at gift level and not batch level
Allow differentiation within a batch to designate whether the acknowledgement letter will go to the hard credit donor or soft credit donor instead of only allowing the option for the whole batch.3
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Need ability to use action attributes in export criteria
Since our frontline fundraisers are using NXT to add actions and with limited fields matched to the DB view, the ability to export and use action attributes as criteria for selecting out actions would allow me to gain flexibility in reporting.1
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Allow to move actions and proposals to other constituent records
It would be amazing if we could move actions and proposals to other constituent records without having to manually re-enter everything. This is a problem when staff puts actions and proposals on the wrong constituent records, which looking back, s...1
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Birthday Alerts.
Is there a way to get birthday alerts for our database?1
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Provide Fiscal year (this FY, Last FY) as an option under "Gift Date equals" Query Criteria
I'd like to have canned gift queries I can revisit but most of the queries I run need to be by Fiscal Year instead of calendar year. I know this is an option on the reports and exports I've review, but sometimes just need it as the base query. Nee...0
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Increase the character limit in the "No. employees" field in Org2.
Currently the character limit is only five in this field so that you are unable to accurately input the number of employees if an organization has 100,000 or more employees.0
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Creating the ability to send e-Acknowledgements to thank donors
Canada's postal rates are increasing more than 20% so the need to be able to send e-Acknowledgement letters is becoming more crucial. Is this something that is being worked on?2