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Workflow for sending monthly payment reminders - Pledges
It would be useful to have a workflow that sends an email reminder to donor's when their pledge payment is due. This would also require that more merge fields - total pledged, paide to date, amount due, and balance - be available in the email desi...0
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Show transactions made via NXT email appeals
In addition to seeing values for opens, clicks, unsubscribes and bounces and having the ability to create email segments for these values right in NXT, it would be great to see the # of transactions made per email/appeal. This would allow for imme...0
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Have Opportunity Name be a column choice on the Portfolio tab
Have Opportunity Name be a column choice on the Portfolio tab1
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Add schedule of email to Gift lists.
In data analysis we have the option to schedule an email of dashboards. When I create a constituent, gift, action or opportunities list I can click share - copy and paste the URL to an email but I can't schedule a recurring email of the list. I th...3
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Tribute Gifts
When a memorial gift is given through our online donor form and received through NXT, the gift is tributed to the deceased's tribute account. However, this is not an option when entering a gift through NXT. Why? Obviously the ability is there.0
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Allow users to set retention definition settings in NXT regarding soft credits similar to how we define received/committed money
We have a number of donation drives in our org where the check comes from a donor advised fund after collecting donations in our name during city-wide drives. We hard credit the donor advised fund and soft credit constituent. Some constituents hav...1
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Ability to see relationship contact info in NXT under the Events tab, after selecting an event, and the constituent group (Orgs only) list desired
So that when we want to communicate to a particular organization group that participated in an event through NXT, we can see the contact whom this communication should go to, and have their email and name show up in columns, and create the list th...0 Reviewed: Voting Open
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Total columns of gifts
Our gift officers would like to see totals on the Lists of Gifts0
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Insight for percentage of portfolio contacted
It would be nice if there could be a way to construct an Insight to show the percentage of the fundraiser's portfolio that has been contacted by that fundraiser over a given time period. Just to measure portfolio penetration. We currently do this ...0
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Adding Opportunity Status to the portfolio tab in the Work Center.
The ability to add the opportunity status on the portfolio tab of the Work Center would truly allow our fundraiser to view their constituents and opportunities in a one-stop-shop location.1