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Ability to add contacts to organization records through NXT...(and not mandate a constituent record)
Currently we have to create a full constituent record in NXT in order to add a new relationship record to an organization. Would like the ability to simply add a primary or secondary contact as a an individual relationship and not have another con...2 Shipped
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Add ability to link existing gifts to fees in Events
I like the adding participant function & being able to add fees to people. I'm hoping we'll see the ability (across the board) to link gifts in addition to creating new ones in NXT
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Automate Recurring Gifts on records with skipped payment
We have recently automated recurring gifts. However, there is one record we are not able to automated because that individual skipped a payment several months ago. We need to be able to convert this one as well so it is automatic to streamline the...0 Shipped
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Add indicator that shows whether a participant is a constituent or non--constituent
Could we please get some indication if participant has a full constituent record or not? This affects everything from nickname to graduation year being available for events nametags and reports.
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Being able to edit the frequency of a recurring gift in NXT
I lost a donor because I was unable to edit his gift and it forced him to go, once again, to our website and put in all his banking information again. This is a HUGE oversight on your part. Don't roll out NXT and expect us to use it when it's not ...0 Shipped
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Email notifications of online donations received should include Donor Phone Number and Address
Currently, email notifications include the information below, along with a copy of the confirmation email sent to the donor. Please add the Donor Phone Number and Address to the info included below. Supporter: XXX Email address: XXX Gift Date: 1/2...2 Shipped
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NXT Plugin for Outlook - choose constituents when adding an action
The NXT plugin is very limiting now because it is an automatic matching process with whoever is listed in or sends the email. This is an issue when a forwarded email gets to us (from the secretary for example). Being able to search for a constitue...1 Shipped
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Donor Self Manage for Recurring Gift
We'd like to have a way for a donor to make changes to their own recurring gifts. Initially we could give them the ability to terminate a recurring gift, at which point, they could add a new recurring gifts with a different amount if their intent ...3 Shipped
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More Education Information Visible - We would like to see Campus and School Type
No description provided9 Shipped
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ability to view Tributes (Hon/Memorial) tab in webview
We cannot view the module in WebView so all work has to be done in Database view.1 Shipped