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Gift List or Constituent List need addtional Column Options & Filtering
I'm finding if I go into gift listings I don't have the options I need for a specific list like the fundraiser name (assigned staff). Then I go into Constituent list and I don't have the gift column that I need. It would be greatly helpful if ther...3
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Merging constituents between RE and NXT
When merging constituents from NXT to RE, all information does not merge. Need to figure out a way so that all information comes over and is not lost.4 Planned
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Add the option to delete gifts approved in NXT
No description provided0
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Hidden Fields in the database view need to be hidden in NXT as well
No description provided1
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Add job title and employer fields to NXT for constituent lists
The "Primary Business Organization Name" and "Primary Business Position" in database view are two useful fields that we use to determine where our constituents work and what position our constituents have. This info has many uses from fundraising ...1
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Adjust default percentage for Complete Cover from 10% to 5%
Asking our donors to add an additional 10% to their donation or event ticket purchase is a lot. I understand there is a drop-down where the donor can choose a different amount but defaulting to more than three times the standard credit card fee of...2
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Add Industry to Web View in RE NXT
Complete oversight that this is not available.1
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Make PROPOSAL NOTES (database view) visible for OPPORTUNITIES in webview
Proposal Notes seem the best place to record overall proposal strategy and other material too general to put in action notes.3
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During the checkout process on a donation form, having the processing box pop up but not be automatically checked.
No description provided4
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Allow the addition of industry when creating an organisational record in nxt
This is available when creating an organisation in database view but not web view. We occasionally do events and segmented communications targeted at constituents in a particular industry (Law/Education/Finance) and it would be great if we could a...4