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The ability for recurring gift email notifications to be turned on for RENXT Donation Forms.
Sometimes I happen to open up the fundraising tab and see that there was a recurring gift that came in but would have had no idea unless I went there. Delays the thank you process, which is extremely important. When the constituent first sets up t...1
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Ability to connect an action to two or more constituents
Example: I meet with a husband and wife to thank them for a gift. I'd like to be able to add an action of a personal meeting with both of them, and connect that action to both records. Currently I would have to add the action twice to each individ...0
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Add Type of Gift Field to the Opportunity List
This field is necessary for sorting open opportunities by gift type - cash vs. deferred, etc. The only option is to look them up individually.0
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Ability to edit/add "Receipt Stack" in recurring gift batches in RE NXT webview
For Canadian customers (Receipt Stack is a Canadian thing): For online, recurring gift payments made through BBMS, there is currently no option to name the Receipt Stack for each gift when processing recurring gift batches in RE NXT webview. As a ...0
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Auto add solicitor to action added via Outlook NXT add-on
When a person adds an action via the Outlook NXT add-on they are not being automatically added as the solicitor on the action and there is no place to add them to the action without going into NXT directly. Since they have to log in to NXT in orde...2
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Include constituent address info when exporting Action Lisit
We need to sort action lists by state. Unfortunately, this is impossible in the list itself. If the export included constituent address info (it is obviously available because it shows in the constituent summary), we could at least sort the inform...0
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See and Edit action attachments from Database in NXT
Part of our acknowledgement process is to generate the acknowledgement letter in database view and attach that document to an action. It would be great if our NXT users could open and edit that document from the action in NXT, particularly if the ...1
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Allow conditions based on Action Status Codes in Workflows
Currently the only Action property a condition can be tied to is "completed" It would be better to tie the condition to specific status codes so an action could be completed without progressing the workflow. This could also be a way to enable bran...1
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Add "title" to Notes on the webview
We have existing notes that were created in the database view of Raiser's edge that included a title - where we have captured relevant info. Title is not a field on the web view.1
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When in NXT need to see adjustment made on a gift
Fundraisers who are using NXT need to see more information on an adjusted gift other than $0.00. Since they can't not only do I add a comment to the adjustment in database view but now I also need to add to the reference field on the gift so the f...1