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Allow users to query or export proposals that have a gift linked to them
The team responsible for entering the gifts is different from the solicitors, and sometimes gifts are not linked to proposals during this process. It would be very helpful to be able to pull a list of proposals to find out which gifts have been li...0
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Option to make a addressee/salutation combo INACTIVE
Cleaning up addressee/salutations can be a huge mess. Some of our combos are just plain wrong, but we can't delete them because they exist on some records. In years past, this happened because all of the fields were not populated and it looked rig...4
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The ability to delete alias names is required. In fact the whole alias record so that name and type are deleted in the one go.
We have a situation where the field Known Name on education record has been renamed and used totally differently. Because in business rules Known Name was ticked we had values in Alias appearing that didn't make any sense. A global function to del...11
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Cancel button: query, report, export
If it is a complex query, report, export, sometimes it will freeze or hang for a long time. It would be nice to be able to "cancel" without closing so that an edit can be made to the query, export, or report. Sometimes I have ran the query and the...4
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Automatic Invalid Address
Allow a business rule so that if the address lines are left blank, the constituent record is automatically saved with the "no valid address" field checked.1
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Report/track users exporting data
From an security audit perspective, it would be good to pull a report of what users are exporting from Export, Mail Task and Query. This way you can see if users who don't normally export are exporting data, when they did it and what tool they use...0
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Globally change "show inactive phones and emails"
I think it's extremely important to allow Admin to globally click on the "show inactive phones and emails" for all records or a query6
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Mobile App Actions - add Action Description
Mobile App Actions - Action Description Please add the Action Description field. It's helpful for allowing a solicitor to summarize their CR and for me to be able to pull something manageable into a report! I appreciate update to the app so that ...3 Reviewed: Voting Open
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Reverse Pay-Cash
It is easy to use "apply to" pledge. However, when you commit a batch and find out latter that it was applied to a pledge when it was supposed to be a "cash" gift it makes it difficult. There should be a way to reverse an applied pledge.2
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Business Rules to be linked to Alerts
There are Important Notes for Constituents that Pop-up for end users and it should be linked to Alerts in NXT since most of our users are only have access to NXT.0