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Add honor/memorial visibility to NXT
One of our fundraisers asked the simple question as to whether any memorial gifts had been received in memory of a deceased constituent, and we realized that the answer isn't easily available in NXT (although it is in DB). (According to what I und...0
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Automated Pledge Reminders via email
Is it possible to get automated pledge reminders via email set up so that once a pledge is made, the system will remind them that they have an outstanding pledge every month, quarter, or year until it is paid?3
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Remove "Needs Attention" section on Work Center
Give us the option to move or remove the Needs Attention section at the top of the Work Center. We haven't found the tags to be at all useful, and it would be nice to give that prime real estate to something else.8 Will not implement
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Add Attributes to Portal
This would be beneficial to track attributes for the constituents such as preferred language.0
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Presence of 'and' in first name field to raise duplicate score
A couple of duplicates have snuck through recently where an existing donor has given via a webform and given both their and their spouse's first names e.g "Pauline and Norman" entered as first name. Despite a partial match on the first name, and m...0 Reviewed: Voting Open
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Delete Action from Actions List
As fundraisers attempt to manage their actions from the Actions List, it would be helpful for them to be able to delete actions straight from the list as opposed to only being able to do it on the constituent's record. I'd envision it right on the...6 Reviewed: Voting Open
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Actions: In Web View, filter and show a specific relationship
We would like to have the ability to show all the actions of people that are related to a specific person or relationship type.0
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Attributes for Events
We use attributes/notes to pull invoices, record dietary preference, negotiated benefits among other items. Will this "tab" be added to Events functionality?8 Reviewed: Voting Open
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Allow Customization of Header Styles for Event Forms
Just like you can customize the section headers for Event forms, you should be able to customize the main Heading. Would also love to be able to add an image (company logo)2
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Add a Copy of the Online Donation Acknowledgement Email to the Email Tile
In OLX we are able to get an actual copy of the email acknowledgement that the donor receives when they make a gift on the donation form. It would be helpful if NXT web-view donation form automated email acknowledgements saved a copy of the email ...2