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Exclude or Include E-mail types in Email Marketing in NXT
We need to be able to exclude or include certain e-mail types depending on what we are sending out. We need to exclude e-mails that we have marked as old/bad e-mail for example and be able to select which e-mail it chooses and if we only want it t...3 Reviewed: Voting Open
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Ability to add Reason for Decline to event registration forms
It is great that there is the ability to decline in Event Registration forms but we track the reasons people decline - whether location or timing inconvenient or no interest in current campaign etc to inform our next contact with the constituent. ...0
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Add salutation fields to NXT Email Marketing Merge Fields
Allows for better personalization and segmentation of emails. Currently only name fields are available, not any standard salutations.2
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Remove automatic soft credit to deceased constituent from surviving spouse
In DB view, there is a business rule available which removes the automatic soft credit from the surviving spouse when a constituent is marked as deceased. This is not available in web view, so constituents marked as deceased in web view still rece...0
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In RE NXT, in Analyze appeals, would like to have a filter to analyze by appeal package.
We use the same appeal ID code for several appeals a year, so to separate the different appeals during the year, we use packages. I would be great to have the package as a filter.3 Reviewed: Voting Open
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Search function to include name fields + education fields
Please add functionality to search or lists to allow searching for combination of name fields + education fields. This is useful for alumni teams that find people in media and want to update details. Media articles normally just have name and educ...0
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Provide reporting capabilities in Overview for Gifts by Giving Level and Donors by Giving Level
We have this now in NXT in Fundraising>Fund, but where it is really needed is in the Reporting>Overview. We need the ability to report quarterly on giving levels, and I am presently having to do so on Excel. Considering this ability already ...0
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Ability to Sort Event Participants by RSVP Date in webview
Have the ability to sort event participants by other means, including RSVP date or participant options etc, rather than just their name, that way for our Gala events we can see who are the latest registrants.0
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Insights should have the options to credit gifts by donor, soft credits, or both as export giving fields do.
No description provided6
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Add Prospect Status reports to Workcentre
I implemented a workaround for moves management within RE7. We used Action Type and Action Status to record pipeline moves. Having action dates on these meant we could report on: number of moves per month, how many prospects in a fundraiser's port...15 Reviewed: Voting Open