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View tribute gifts on a constituent record
The NXT window for tributee constituents does not show (a) that they are a Tribute, or (b) the total amount of tribute giving. Although most tributee constituents are deceased and no longer "managed" as prospects via NXT, tribute information coul...12 Reviewed: Voting Open
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Allow users to edit template of gift receipt PDF in NXT
The gift receipt PDF tool in NXT would be exciting except that the provided template will feel impersonal to donors. Will be a much more useful feature once the template can be edited.11
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Prospect Insights - add link to ResearchPoint
It would be very helpful for there to be a direct link to ResearchPoint when reviewing these prospects in Prospect Insights. It would allow us to dig deeper into their giving and update their ratings if needed if there was a link from PI straight ...0
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Add the option to delete an unapproved gift batch
Please add an option to delete unapproved gift batches. Back in 2022 we received event registrations through NXT batch but ended up processing the transactions through database view. Since then, we've had the "gift pending approval" icon on consti...1
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Export opt out and bounce lists from web view email
We can see the lists of those who have opted out and bounced but I can't export them to mark them on the system. That sure would be useful.0 Planned
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Allow Donation forms to be marked as inactive on NXT
I need a way to mark a donation form as inactive on NXT, as the link has been shared out with people but we need to stop donations for that fund online.3 Reviewed: Voting Open
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Need same ability to create and edit pdf templates in gift receipting like email receipting
The standard default pdf receipt template has limited editing options. Need the same options as email receipt templates in gift receipting.2
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RE NXT receipting - have receipt series prefix saved to gift record and visible in DB view just like receipt stack.
This will allow us to query on receipt series in DB view as we do with receipt stack.0
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Optimized Form - Recurring Only Option
We'd love to use this form to promote recurring giving only. It's clean and easy to navigate.0 Reviewed: Voting Open
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Edit registration fee date in NXT Events
An assigned registration fee for an event participant automatically defaults to the date when the information is entered. This is not editable. This has caused miscommunication for my team internally. While invitation and RSVP dates are helpful, w...0