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Please add Contact field back to Actions and Proposals
Our gift processor looks at actions and proposals to verify who the solicitor is working with when sending correspondence.5
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Delete Appeal Listing in a Constituent Account
We can delete appeals in database view and need to be able to in NXT. I globally add appeals to records by the hundreds/thousands. Sometimes a letter is manually pulled by a gift officer and I need to delete the appeal code from the constituent re...0
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Include Action Priority in Outlook Plug-In
We use action priority and it creates extra work for fundraisers to use the Outlook plug-in then open NXT and add the high priority flag0
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Website Link Option - creating a record
When you create a record and under online presence, adding website to the drop down options would be helpful. Some prospects have websites that they run or per their profession/employer they have a website. Currently putting them under Linkden but...0
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Create easy way to during constituent record into fund record
Create an easy way to turn a constituent record into a fund record without needing to manually enter all of the data contained in the constituent record.0
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Add feature for emails for end of year statements to be sent directly to constituent from RE
For those who give monthly/consistently receipting is only done 1x a year. IT would be helpful to be able to send an electronic end of year receipt of their annual giving directly from RE.0
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Set up Canadian wording for tax receipts in RE NXT.
Currently the receipt includes the "Contribution amount", but the CRA (Canadian Revenue Agency) requires the "Eligible amount" to be indicated on tax receipts. Reference: https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/...0
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Allow "save as" function for lists in NXT
It would be really nice to be able to duplicate a list by using something like a "save as" function, like you can do in the database view. It's kind of crazy that you can't do that and have to do a round about filter of the list to do this.1 Already exists
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Unlink a Pledge Payment
It would be nice if there was a way to unlink a pledge once it has been committed.0
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Add "Addressee/Salutation" field to organization records.
I need to be able to have organization address information in one place, without creating a relationship. Our school has inter-connected individuals and organizations, and I need to be able to address people - on the same export - as individuals a...1