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Global Action
Ability to create global actions in NXT like we can in RE.0
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Online Data Review for tribute records
This is our largest area of duplicate record creation. The gift forms do not allow for enough fields for a tribute record to accurately match and creates a problematic number of duplicate honor memorial records.3 Planned
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Add Constituents Individually to a New List
Sometimes I am provided with a very specific list of people I need to include in a list. However, trying to manually add one constituent at a time through the Add/Exclude button pulls the entire database into the list. Apparently, you can exclude ...0
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re-instate new donor alert on batch view in NXT
until recently, there was an alert underneath a new donor's name (similar to the one for potential duplicate donors) while looking at gifts in the batch processing view. i understand this has been streamlined elsewhere, but it's VERY useful to hav...0
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Ability to manually match constituent to record in Events
We have SO MANY duplicate records created through the event module, which requires much clean-up time. Efficiency would be enormously improved if we had the ability to match potential new constituents to existing records for anyone unmatched -- as...7
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Ability to edit the event registration "Thank You" Confirmation. NOT referring to the Email confimation.
When someone registers for an event, they either get the "default page" or they can get a link to a URL. Currently there is no ability to edit that "default page" . We need the ability to edit that default page to include the name of the event and...0
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Query Favorites from Database View Should be Visible in Web View
It would be helpful to be able to view queries in web view that were marked as favorites in database view. Currently, Favorites in web view and database view are separate groups, which requires double-favoriting.
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Reviewed: Voting Open
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Embed Videos in NXT Email
NXT email is online - please allow us to embed videos in the email. Constituents are so visually-based this would be a huge asset in moving us away from relying on Constant Contact/other email clients.28 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 ...6
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Add email action to records when sending emails via marketing email or singularly.
It is so time consuming to send and email and then separately add and action. There needs to be a way to do this all at once.27 Reviewed: Voting Open