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Visual Donor List of Dashboard Numbers
Within the dashboard there are numbers under the columns. For example, my campaign says under the "No. donors" column that there are 509, therefor I should be able to click the number and a list should open to show me who those donors are. This wo...
Created 08 Apr 22:48 by Guest
Dashboards
0
2
Vote
Different addressee / sal for Organization contacts that are constituents
We need a way to change the addressee/salutations for organization contacts that are constituents. Example, we Mr. Smith and his wife are regular donors, and Mr. Smith is also an organization contact. We have all the addressee/salutations for hous...
Created 07 Apr 17:29 by Guest
Constituent record
0
4
Vote
NXT Appeal Response
Need a section within NXT Fundraising, Analyze Appeal, that allows for response % percentages. Currently, it only provides data based on giving history and not for any appeals that have no responses or a no thank you response.
Created 26 Apr 19:16 by Teresa Dick
Dashboards
1
6
Vote
When running gift reminders have the ability to chose the date the reminder is being sent instead of the Run Date.
Currently RE uses the Run Date when asked "record this mailing in each reminder history" which means if it is May 1st and I would like to send out reminders for anyone who is due on or before May 31st, 5/31 is chosen as the Run Date but that is al...
Created 13 May 23:04 by Guest
3
2
Vote
Double Brackets for Queries
Because you can't use double brackets, you can't do the following: Specific attribute is not xAND ((preferred province YAND total amount of gifts 1 is >= Z)OR total amount of gifts 2 is >=Z) 2:18:11 PM so you're forced to set it up as follow...
Created 06 Apr 19:39 by Guest
Query
0
4
Vote
Un-Duplicating
Allow the database "this record is not a duplicate" invisible checkbox to be reset. It would be helpful to refresh this setting especially after org contacts and spouses have been promoted to constituent records. Also being able to define duplicat...
Created 23 Apr 22:25 by Guest
Constituent record
0
1
Vote
Temporarily Block User Log In During Imports
When doing a large constituent import or gift import, I've had to restart the process a few times because of other users forgetting the warning that the database is undergoing an import and logging in and trying to run queries or reports. Both of ...
Created 27 Mar 17:10 by Guest
Import/Export
0
6
Vote
Transfer RE Attributes ((NTEE codes) to FE with the constituent option to "Add this Organization as an AP Vendor".
We create our vendor records in RE and send them to FE with the constituent option to "Add this Organization as an AP Vendor". The attributes we create in RE (NTEE codes) are not moved to FE with the record. Since they do not transfer, we have to ...
Created 09 May 02:02 by Guest
1
6
Vote
Duplicate Constituents Report should consider Birth Date
The Duplicate Constituents report should take Birth Date into consideration. If there are two different Birth Dates for the records, these are likely two different people and thus should not be returned in the results.
Created 09 May 10:37 by Natalie Townsend
0
5
Vote
Text Message Receipts for MobilePay
Please add the option for donors to receive a gift receipt via text messages. We wanted to use the MobilePay device for our silent auction check out, but it is just too time consuming for the donors to type in their email addresses. A phone number...
Created 27 Apr 19:49 by Guest
Mobile
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