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Add Insights/Filters to Pledges by Constituent Insight in Report Builder
We are looking for way to tracking pledges is a user friendly format. Specifically we would like to see outstanding pledges, next payment due and date as well as last payment made and date. The Current format is to hard to sort through for an orga...0
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Copy and Paste/Duplicate a Report Builder Dashboard
I would like to create a dashboard for different funds and use the same blocks in each dashboard, but I don't see a way to copy and paste one dashboard into a new dashboard, where I can simply change the fund (or other filters). It would be helpfu...0
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Be able to identify if the spouse is also a constituent
When adding information that needs to be duplicated on a spouse record, you click on the spouse link and it goes to the relationship record on the constituent because the spouse didn't have it's own record. If I could identify if the spouse has a ...0
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Excluding Tribute Donors from Lists
Our organization receives many tribute gifts. I would like a way to exclude those donors from solicitation email pieces sent from NXT webview.0
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Allow a Soft Credits to Donors when Batching Gifts from JustGiving into NXT
Working at K-12 school, this is imperative. 99% of our gifts come from known constituents in our database who have an established soft-credit relationship with their spouse already. Currently, the JustGiving/NXT relationship does not make this an ...1
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Ability to filter/create lists of members
It would be invaluable to actual utilize membership information while in the NXT webview. We host events that require use to be away from the database and we have no real-time options.0
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add a start date for a one time gift
pledges made now could be set up in online form and scheduled to come out of donors account based on date in future they choose0
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Add Salutation Field for Organization Relationships
Would most often be useful for recording specific ways each fund should be acknowledged from each donor it is relating to. Primarily for Honor Roll Use.0
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Ability to Save Text Messages with Constituents Right from Mobile Device
I would like to be able to text a donor right from my cell phone and then have the ability for it to record that action and be able to save the conversation for historical purposes. With many of us texting our donors more, I feel that this would b...0
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NXT gift list that also shows the donor's constiuency code
Because I am often asked to report on donations by fund and constituency and need to be able to get all info at once.0