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Show the Note Author
The notes section on NXT MUST show the note author. When you have multiple people who have contact with a donor, the only way to know who wrote a note is to go into database view. This is critically important if you need to ask the note author a q...7 Reviewed: Voting Open
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We should be able to add multiple categories to the rating sections
We should also be able to add a score for each category0
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In Insight Builder add the ability to filter by Pledge Installment Due Date in addition to Gift DAte.
When building dashboards in Database View this ability exists to view Expected Gifts by the date they will be paid allowing accounting and dev staff to both plan ahead for cash flow and impact pipeline management decisions. As Database View is bei...0
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Ability to set dollar amount on recurring gift upsell
I would like to suggest adding a feature to the recurring gift upsell function that allows organizations to set a specific dollar amount for recurring gifts, rather than automatically calculating it based on the donor's one-time gift. Additionally...0 Reviewed: Voting Open
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NXT Event Sign-in
I would love the ability for event guests to sign in when they arrive at the event. Some sort of scan a QR code and select their name/info or a way to select from event ipads at the event registration table.0
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Add functionality so new gifts can be emailed out in daily report automatically
I would like every member of our team to receive an email showing all new gifts in the last seven days. I would like it to come daily and include linked content. This would be very helpful for everyone staying up to date on all gifts, not just the...5 Reviewed: Voting Open
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Filter by Gift Amount in NXT Report Builder
I have been working in report builder and insight design and there doesn't seem to be the ability to filter by gift amount. I would like to create insights that can show our donors who give above $1,000.12
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Add option for changing the monthly donation amount in Upsell on NXT donation forms
We have seen a few more monthly donors since launching Upsell but only one through Upsell. I suspect donors are choosing monthly donation after being prompted through Upsell but canceling the current donation and then selecting their preferred mon...1 Reviewed: Voting Open
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Remove donors from a workflow
As well as an inclusion list it would be great to be able to add an exclusions list to a workflow or drop donors from a workflow. We want to send a welcome series to regular givers but if they cancel after the first gift we do not want to send the...13 Reviewed: Need Further Info
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Require Fields for Primary Registrant that are Optional for Guests
One of the biggest complaints I hear from event attendees is that they need to include all of the data that we request for primary registrants when registering guests. I'd love an option to simply register guests with their names (and maybe class ...0