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Ability to "tag" multiple constituent records when creating action records
We would like to see the ability to "tag" multiple constituent records when creating action records. For example, if a fundraiser has a meeting with multiple donors, the fundraiser must enter an action record multiple times (once for each of the d...2
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Add Filter By List to Insight Designer
I want to be able to create a list of constituents/gifts in NXT, then use that list as a filter option in Insight Designer. That way I can leverage my attributes from database view into a dashboard.1
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Add the ability to filter on all constituent codes in a constituent list OR add the word "primary" so users know that is the only code NXT looks at.
Constituent lists should filter by all the constituent codes. Please add the word "primary" to the filter until this function is added so users don't spend an hour on chat support. Case #14371194 Chat Transcript 12:33:55 [Sunshine] We ha...3 Already exists
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Fundraising Tab, Move Gift Management back to the 2nd choice option
In the sequence of items to be done. Gift management comes before gift acknowledgements. Already wasting so much time because on 4/22/24 it was in the 2nd place in the menu, now it is in the 3rd spot. Now I have to go back out of clicking on the 2...0
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Add Giving Prefrences Via NXT
Under Prospect Management I love that I can now see giving preferences via NXT but because these are things our solicitors may adjust after visits it would be nice if we could add or subtract in the NXT view.10
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Required Fields on NXT Gift Management Batches
We need to be able to flag fields needed for input on NXT Batches. There is certain information that is necessary for all Gifts in our PNP and that is easy to miss as there is no color or stars to mark required fields like in DB view. Custom Field...0
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Automate email to donor communicating a failed recurring gift.
This is useful for any organization who has a recurring giving program. The benefit is to help automate the communication with donors who have a failed gift and to offer ways for them to update their gift details (perhaps linking to the donor port...0
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Allow batch to replace "new" constituent with existing constituent without creating new record for online gifts
Our donors frequently make online gifts with different names/addresses than what we have in their record (abbreviated names, spouse of constituent, etc) and each time it creates a new record that we then have to go in and manually delete. Once we'...0 Reviewed: Voting Open
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Show Participant Attributes/Custom fields in NXT Participant List
Our key event attendee info is captured by Participant Attributes - especially "position" and "organization." It'd be so great to have Custom fields/participant attributes included in the event attendee list rather than having to pull via a Query ...1 Reviewed: Voting Open
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Be able to access and open a letter written in database view (when saved as an action) in NXT
Currently when a letter is written in database view (from the "write a letter tab", it can be saved as an action and easily accessible in the actions tab in database view. However, in NXT the action appears but there is no way to access the letter...2