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create the functionality allowing actions to run smart queries
My organization would like to create an action in the Events functional area to run a smart query. At present this isn't possible but we would this functionality to be enabled.0
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Make it possible to make an interaction have a mandatory field once the interaction has changed to a status of completed, but not until it's changed to that status. Making contact method mandatory once it’s a completed step so that MGO is making sure and fill that field value.
In order to edit an unqualified opportunity, where ask date isn't even available to edit, you still have to add in ask date, even though you can not. In order to edit something in an opportunity, You have to either change itt o qualified, even tho...0
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Add a way on the CRM front end to see if a token is valid or not before proccesing the card
It is inconvenient to have to edit the card in order to see if the token code will be valid or not once processed for payment0
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Implement the summary information from the output format Intuit QuickBooks
When creating a new post process for the output format: Intuit QuickBooks® (IIF) post format. Allow users the ability to summarize the information.0
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Allow for the designation field on a recurring gift to be expanded permanently
We would like the ability to expand the designation field on the recurring gift screen from a constituent record. Currently it can be expanded but will go back to the default when the record is navigated away from.0
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Assigning membership to spouses or household based on joint recognition credit when a gift is given
Contribution based memberships are specific to revenue records only. It would be beneficial for the recognition info to be carried over on a joint membership to a spouse or household.0
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Export directly out of NXT.
When preparing reports for managers, it would be very helpful to export directly from NXT rather than having to go through the database view. NXT and the database use different nomenclature and some views in NXT are very difficult to replicate in ...0
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In BBDM, Allow selections to be "Saved as"
Currently in BBDM, only queries have the "Save as" button open. Selections, accessed through the Marketing and Communications functional area, only have the "Save", "Save and close" and "Cancel" buttons available; the "Save as" button is grayed ou...0
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Removing ex-constituent from Plan Participants list
NDCS wish to suggest a change to enable them to prevent someone who has left their organisation from continuing to appear on their Plan Participant list. An example was provided whereby when a colleague had ended their employment, one who had an ...0
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Change the editing of Acknowledgement mailing label templates to be similar to Acknowledgement letters
Acknowledgement letters can be edited via the Update Template button. The process is convenient and easy. To modify a label template you need to merge a label, save the label to your desktop, make changes and then upload new label to the process. ...