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Allow a solicitor to only view the constituents who are assigned to them.
We want to give our volunteer solicitors the rights to log in and view only the the constituents who are assigned to them. This isn't an option in security, but I can work around it by allowing them to only to view a specific constituent code. It ...19 Reviewed: Voting Open
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Need primary addressee merge field in NXT
The merge field for primary addressee was available in Online Express, but did not make the transition to NXT. Right now we must either call people by their informal, legal first name or with a formal salutation and last name. We prefer to use pri...7 Reviewed: Voting Open
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Make Custom Fields Sortable
When viewing custom fields in NXT (Attributes in RE) it would be helpful to be able to sort them in different orders so that I can immediately see what I need rather than scrolling through many to find one most relevant to the constituent.6 Reviewed: Voting Open
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Add feature to create Event based on previous Event (Copy)
Provide a way to copy or have a save as function to an event. Every time we make an event that we had last year, we have to totally remake it instead of just copying and making changes.
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Reviewed: Voting Open
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Default Benefits should update Receipt Amount
When setting up an appeal that has default benefits - associating that appeal to either a standard or optimized form should have the benefits apply to the receipt amount of donations made via the form. Currently 100% of the donation updates to the...0 Reviewed: Voting Open
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Properties needed in more areas (Assigned Fundraisers, Relationships, Addresses, etc.)
Properties in database view is incredibly helpful in seeing who added/changed values and when it happened. This needs to be replicated in web view across the board.0
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Show matching pledges and gifts in Giving History Pane
Matching gifts and matching pledges do not show in the list of gifts displayed in the main Giving History pane in NXT. You have to click on "Work with Gifts" to see that a constituent has any matching gift pledges or matching gifts on their record...4
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Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.10 Reviewed: Voting Open
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Change "head of household" reference to something more inclusive/less patronizing
I work for a college; we have many alumni couples. Many are spouses of the opposite sex. Some are in same-sex marriages. We are using the "head of household" convention and have made the decision to assign the male alumnus as head of household. Wh...15
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Add packages to RE NXT Donation Form
Instead of using the Appeal option for tracking online donations, specified packages could be used to track online donations.3 Reviewed: Voting Open