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Allow preview of merge fields in Marketing
Please consider adding ways to preview merge info from lists in emails, create a copy of actual emails sent, and create a way to include staff in the distribution lists to track what info is actually sent.0 Reviewed: Voting Open
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RE NXT web view Batch - enter and edit gift batch information using a grid view
Currently, the only way to enter or update a gift record in a batch when using RE NXT webview is by filling out / opening what is basically a form for each gift. This form entry view creates a lot of extra clicking around and user movement between...1
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Add pledge status to Gift List Column in RE NXT web view
It would be helpful to be able to add the pledge status as a column to a gift list in Web View.1
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Sort/filter Action Lists by Priority
Right now I can't create a list of high-priority actions in NXT, and my fundraisers use this a lot to evaluate their portfolios. Would like to have this not only as a filter option but also a column option in the list itself.0
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Signup form to allow new subscribers to enews or other email list-serves
I keep thinking I'm just overlooking this functionality but we are still using Online Express to have a "subscribe to our enews" form on our website.1
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Filter on Education Campus on Lists in RE NXT
It would be very helpful to be able to access the Education Campus field when creating lists. We use the Campus field to find alumni who attended the College of Law vs the College of Business, for example.2
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Default Set functionality for Opportunity records
In RE 7 proposals, we can create default attribute lists that can be loaded using the "Load Defaults" option from the proposal menu when creating or updating a proposal. This functionality is very useful and should be brought into RE NXT webview o...2
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NXT List View should show denote donors who give anonymously
When you create a list in NXT you should be able to include, exclude or have a marker or column for donors who give anonymously.0
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Auto-populate returning participant’s information in registration forms
It would be great for clients/participants to not be required to re-enter all of their information when attending recurring events/classes0
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NXT Reports for Donor Retention, Acquisition and Recapture should be customizable by date
Within the reporting section under fundraising in NXT, there are Retention, Acquisition and Recapture reports that only show YTD as of the day you are pulling the report. This would enable better comparison for different points in the year and giv...1