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Filters for NXT Lists should include the option of NOT
This will give far more flexibility in being able to exclude certain criteria.46 Reviewed: Voting Open
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Update gift constituency code when approving NXT donations
Gift constituency code is reported on frequently, which defaults to the primary constituency code on record. When approving NXT donations from Online forms there is no opportunity to review/edit the gift constituency code that will be assigned to ...0
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View GL Distributions in RE NXT (i.e. Web View)
You currently cannot view GL Distributions in RE NXT and I've been told by support that there is no plan at the moment to include it and to submit it as an idea. In RE you can view GL Distributions on a specific fund as well as at the gift level b...17
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Expand List Display Box in Address Finder 'Records to include' > Selected Records
When reviewing Address Finder settings, it is difficult to be sure of the List selected when the 'Selected records' option is utilized. See screenshot for illustration. List name is cut off and there is no way to get the full list name to display ...0
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Add 'Agencies' to Dashboards in NXT
As Gift Payment method is very limited (not customisable to work for each organisation), we are forced to use a pay method of 'voucher' and the agencies table to select the actual payment method. Please could you add this table (Agencies) as an in...0
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Enable adding new payment methods
We have many payment methods incl. over 10 different online platforms - currently we've having to select 'Voucher' for almost everything and then use the 'agency' table to list all the different sources. It would be SO helpful if organisations cou... -
Report Builder: Field Fundraiser Name in Constituent is erroneously configured
This is not an IDEA. it is more of an error report. In Report Builder, the field Fundraiser Name is under the Constituent Grouping and is defined as " The full name of the person assigned to manage a constituent relationship or acquire giving." Un...0
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Default cursor position to pop-up window
Whenever a pop-up window appears (e.g. adding a constituent or relationship, searching for an existing relationship, updating contact information) you have to click into the top-most field to start typing. It would save time and effort to have the...0
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Create a new constituent record from an event participation record when linking a gift.
When reviewing unmatched constituent records to a gift in Webview, it would be helpful to have the capability to create a constituent record from an event participation record without having to leave Gift Management, create the constituent record,...0
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Please support merge fields for creating links in marketing emails
When sending a marketing email, we will include a link for email preferences. This will launch a formsite form. We would like to send the recipients name and email as part of the url. I see that these merge items can be sent in body of email, but ...0