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Ability for a person to link to just gifts and not be a canvasser
This would be beneficial to a Finance team and we would be able to see what gifts have recently been put on in real time. instead of having to do a list it would be in your Work Centre.0
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we would like to be able to convert our gifting > fund > field to a pull down option
many of our staff aren't familiar with our codes, so having the benefit of a pull down option would expedite their work.0
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Bring back auto-populating fields in the Gift Management/Edit Batch area
In the past, when going through the process to approve new gifts, fields in this area auto-populated, including providing other constituent options if there is a duplicate record and having drop-down options in the Gift Splits area.0
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Hide Proposal Funding Information
NXT is used outwith our Fundraising Office and I'd like to be able to make funding information visible only to specific security groups. However, a security group use the proposal tab for 'business development' but have no need to see or use fundi...0
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Create the ability to restrict who can assign certain constituent codes
Constituents should only be assigned the "Alumni" code from an import out of our external Alumni DB, All user's should be able to view alumni constituents, but shouldn't be able to assign the "Alumni" code0
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When creating a batch, select your date for entering items and it remains that date for the whole batch.
Having to change the date for each entry is redundant. You should be able to set the date and it stays the same for all entries.0
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On Relationships tile, filter by "Only show current relationships" (with no end date)
The relationships tile shows all relationships, including the less useful ones of those who have since died, etc. This is wasting our time when looking for current information.0
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Action category Meeting to have its own drop down 'type' option
When creating an action for a meeting, our end users would like to have the action type different to all other categories. For example Action - Meeting - Stewardship. Instead of seeing all on the list such as 'contacted' or 'marked as deceased' an...0
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Deactivate the constituent code requirement when adding a new record in NXT
When promoting a relationship record in NXT to a full record NXT forces the user to select a constituent code from a prescribed drop down menu. This is not a feature in database view.0
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Constituents you can see that are in the database, but not consult the profiles.
It is useful that some users can check the constituents that are on the tool so they won't keep proposing duplicates But cannot go into the profiles because all the info is considered sensible due to the nature of the constituent.0