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Business Rules for RE NXT Donation Form gifts (soft credit and address)
Hello! We have noticed that when a gift comes in through our NXT donation form, the business rules regarding soft credit and shared address are not respected in the batch gifts that are automatically created. Specifically, when a constituent is se...1
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Add a conditional field to NXT Email merge fields so that it will use First Name if Preferred name is blank
NetCommunity Email allows you to add a conditional merge field so that if a constituent has a Nickname/Preferred name then it will use that, but otherwise default to Firstname. No equivalent exists in NXT Email, so switching to use that would requ...4
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Allow customization of columns in Giving History tile in NXT
Users should be able to see campaigns, appeal, packages - or other pertinent info - in the Giving History tile in NXT instead of just the fund.6
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Flag on actions created via Workflows
It would be nice to see the actions created through a workflow tagged in some way that indicates that is how they were created. It would differentiate them from other actions.1
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Custom Tile in the RENXT Donor Portal
We would like to provide links to our donors for things like webinars, events, etc.0
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Add branching logic to workflows
For example, if a constituent does not have an email then add an action for a fundraiser to send the letter via mail4
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Add Solicit Code filter to Gift receipting in web view
We have quite a few organizations who do not want receipts emailed and individuals who have asked for year end receipts only. It would be great to add a filter that would allow us to not include the people not wanting emailed receipts.2 Reviewed: Voting Open
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Add Calendar Year Giving to Date to Constituent Giving Tile
While we measure many things as a non profit during Fiscal year, donors think in calendar year, so aw we are looking to see how a donor is engaging with us, would like to see total giving for a calendar year in addition to Lifetime Giving4 Reviewed: Voting Open
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Make it possible to export the list of Possible Duplicates found from the Duplicate Management tool in NXT to Excel or a Query in the Database View.
Often times there is not enough information available in the NXT view about the two records. If it was brought into Excel or a Query it would be easy to compare the records quickly, especially on Date of Birth. Also, we have to have the Prospect i...3
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Add a Next 30/60/90 etc. Days range in the List filters
Right now you can see Next Month but if you're in the middle of the month and need to see the next 30 days of Actions (for example) you have to set a specific date range. It would be nice to be able to have a filter that is just saved for the next...2 Reviewed: Voting Open