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Participant data should be avilable in Dashboards and Insights
e are a cultural institution that tours many donors and prospect groups through our building each year. The number of people we tour virtually and in person are important metrics to our board. It would be nice to even just report on participant co...0
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NXT Survey Feature
Instead of using event registration forms for surveys, it would be great is NXT provided a separate survey feature. These survey questions could then directly upload into constituent's records (ex. custom fields), or the answers could be imported.0
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Notes under opportunities
As a field Development Officer I make visits to remote areas and like to take a look at my last notes on visits and prior proposals/opportunities left with my donors. It would make more sense to have the ability to place notes directly under oppor...9
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Relationship Lists in NXT
It is very important to our organization that we can display specific relationships in columns on list. Can this feature be accessed in NXT or added if not?4
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Capture additional info on the event registration form and save them as constituent attributes.
After receiving an invitation for BBCON 2020 and then registering for the event our entire team noticed a much more enhanced registration form which we think would be most helpful for our NXT registrants. We were interested in the data capture fie...5 Reviewed: Voting Open
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Dynamically update exclusions from lists
When creating a list (A) in NXT and excluding another list (B) from it, if a new constituent is then created that meets the filter criteria of both A and B lists, they are not excluded from list A by virtue of also being part of list B. In other w...4
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Add default salutations on new constituent records created in web view gift batches
When a new donor is created in web view the resulting record in database view does not have the Primary Salutation filled in, even though it is a mandatory field. This creates errors when receipting or generating mail lists. We should be able to s...0
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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
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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
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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