Ideas Bank

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas. 

Option to change Individual to Organisation in Gift Management -Needs attention feature

the new "needs attention" box in gift management does not give the option to change new individuals into organisations when the donor has incorrectly set up a company as an individual. At the moment, i have to create as an individual and the open the record in NXT to convert. A simple change on the drop down menu would help save alot of time.

  • Carmel Da Costa
  • Jun 20 2024
  • Needs review
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