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Add a filter to the AuctionMaestro Pro integration so that unpaid transactions do not download
In the AuctionMaestro Pro integration, we can filter transactions by type or amount. However, we don't have an option to only download transactions that are actually marked as paid in AuctionMaestro Pro.
Created 26 Apr 18:02 by Guest
0
Will not implement
3
Vote
addresses
It would be helpful to include the information seen under the more tab on addresses (Address type, info source, county. region, cart and valid dates and seasonal dates) be all on one screen and to not have to open in it in separate window
Created 25 Apr 18:02 by Guest
0
1
Vote
Implement a Business Rule to automatically activate the pledge status after an adjustment
For years, we have been adjusting pledges and posting payments after the adjustment. After a recent patch, we had to add a manual step of changing a Pledge's Complete status to Active in order to Apply the Gift to the Pledge. Since our reporting r...
Created 30 Nov 16:34 by Guest
Gifts
0
2
Vote
Imported Constituent Appeals should directly link to the Appeal "Solicit No."
My org segments groups quite a bit outside of RE and imports the appeal codes into records after segmentation. After talking with RE, we've found that the imported constituent appeals don't affect the appeal record's "Solicit No." I have to enter ...
Created 09 Aug 18:49 by Guest
Import/Export
1
2
Vote
Ability to add batch proposals
We would like the ability to batch add proposals to constituents. The data entry is much simpler this way and far less fiddly. As some of our fields are not available in NXT, we need to find ways to simplify the process and ensure all the required...
Created 08 Aug 13:16 by Guest
General
0
3
Vote
View and access gifts from appeals records
It would be helpful to view and access associated gifts on an appeal record.
Created 16 Apr 10:29 by Guest
6
3
Vote
Create business rules for default event name tag
I would like to have business rules for a default name tag for events like there is for membership
Created 11 Apr 22:25 by Guest
0
2
Vote
Option to Turn Off Membership Card
It would be helpful to be able to turn off this feature. Some organizations do not do membership cards.
Created 03 Aug 13:26 by Michele Thompson
Membership
0
3
Vote
Constituent ID
In searching for a constituent, I often enter tie CID in the last name field. The system should recognize this and search using the number rather than treating it as a name. At the very least it could ask for confirmatin that this is the CID not a...
Created 09 Apr 18:40 by Guest
2
3
Vote
Export Eductation in order of class of when class of is in format of 'XX
For our annual donor listing we add the the class of to their names. We use the 'XX format. However, whenever you export with your class of in this format in descending order, the ones in 2000+ come out after the ones the have class of's below 200...
Created 09 Apr 19:50 by Guest
0
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