-
Need ability to add bank relationship in NXT
I utilize bank import IDs, which requires a bank relationship, and am unable to add a bank relationship in NXT so that a bank import ID is generated for data import purposes. I can only do this within the database view.0
-
Automatic Notification of New Constituents
We need the ability to have the system automatically email certain staff members each time a new constituent is created, such that those staff members will be prompted to review the new profile and ensure the necessary fields have been populated w...0 Reviewed: Voting Open
-
Show all attributes for a constituent
For some reason the attributes (custom fields) section only has 4 pages so if someone has more than 20 attributes they don't show up. Is there a maximum number of attributes that can show up?1 Reviewed: Voting Open
-
Modify "Note Deleted" Alert to not Obscure Menu Options
When deleting several notes in a row, the system "collects" blue "Note Deleted" alerts on the right-hand side of the screen. When doing a cleanup project, these obscure the menu options in the upper right corner. Change these to either replace the...1 Reviewed: Voting Open
-
Add Gift Code as a column option in NXT's Giving History when viewing a constituent record
No description provided0 Reviewed: Voting Open
-
Add default salutations on new constituent records created in web view gift batches
When a new donor is created in web view the resulting record in database view does not have the Primary Salutation filled in, even though it is a mandatory field. This creates errors when receipting or generating mail lists. We should be able to s...1 Reviewed: Voting Open
-
Add Education custom fields in Constituent lists
We store additional information about our alumni in the Education attributes but we can't pull that information out in NXT lists. Important to be able to see specific affiliations during their degree etc before meeting with alumni.1 Reviewed: Voting Open
-
Don't require year to be included w/ birthdays
This goes for RE7 as well. Sometimes we only know the date, not the year, but we still want to track so we can send birthday cards, etc. Thx!5 Already exists
-
Show relationships on non constituent records
No description provided8 Reviewed: Voting Open
-
RENXT WebView: Note Author Editable
In webview we can modify who the author of a note is, which is helpful as we have support staff who input call notes on behalf of a donor manager. We also then have metrics to monitor how many call reports are done. In the database view we can mod...0 Reviewed: Voting Open