-
Solicitors should be given access to add Giving (Philanthropic) Interests on a prospect record
Gift officers are having first hand conversations with prospects about their philanthropic interests and passions. They should be able to add this information into the Giving (Philanthropic) Interests field in the Prospect Management tile.2
-
Allow Opportunities to be assigned to multiple constituents
Right now Opportunities can only be assigned to one constituent. But sometimes we end up working with multiple constituents on the same opportunity.2
-
Receipt Templates - Email copies / Drafts of receipts, Color Defaults and Tribute Merges and Alerts
1 - Please include the the option to send an RENXT user a copy of the receipts when sent, and a drafts of those receipts being sent out to donor before it can be sent to the donor - similar to how you can send a draft email from the marketing sect...1
-
Be able to export the donor's number of years of giving and consecutive years of giving.
On a donor's record in web view you can quickly see their number of years of giving and their number of consecutive years of giving on the giving tile. We would like to be able to put that information in a list so that we can use it. We'd like to ...2
-
Please add the fields 'Gift Status' and Gift Status Date' to NXT column choices for giving history
It would be very helpful especially for recurring gifts to see if they are still listed as active or terminated/completed when doing research and updating gifts0
-
Add Calendar Year Giving to Date to Constituent Giving Tile
While we measure many things as a non profit during Fiscal year, donors think in calendar year, so aw we are looking to see how a donor is engaging with us, would like to see total giving for a calendar year in addition to Lifetime Giving4 Reviewed: Voting Open
-
Maiden name field when creating a record on NXT
It would be great to have the maiden name field when creating a new record on NXT, otherwise we always need to get back to the database view to update our fields.8 Planned
-
Include Receipt Amount for gifts in Donor Portal
Please include the receipt amount so donors do not have to receive an emailed statement just to see the deductibility of gifts they have given for tax purposes.0
-
Copy actions across constituent types
The new copy actions feature will only search for constituency type of individual when seeking additional records to copy to. Needs to function for all constituency types, especially corporations.0
-
NXT email - merge fields
There is no "if/then" option in the mergefields, so if the person does not have a PREFERRED NAME then the name field is BLANK, and if they do then this means that we are forced to send to formal name which is impersonal. Also, the mergefields ar...0