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Add "Gift Status" as a field for Reporting, Insight Designer
Without the Gift Status field, we cant know how many Active Regular Gifts we have. This is quite a basic question and we need an easy to access answer. We can find this out in Database View very readily, but most of our users are far more comfor...1
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Add Custom Message to Test Email Sends
It would be beneficial to be able to add a custom message to a "test" email send in the email marketing section of RE NXT. That way you can notify recipients that it is a test message as well as be able to add any comments about potential revision...0
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Allow us to adjust the settings in NXT so that we can determine how our constituent names will appear on the screen.
Allow us to determine how constituent names will appear on the NXT main screen. I don't mean remove titles or suffixes from records. Let me give an example. Our medical doctors have the title of Dr. and the suffix of MD. In the dataview, their ad...1
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Add a feature to the Event Module to sync with Text Bidding/Auction/Paddle Raise
Our company is exploring ways to Text to Bid, our silent and live auctions as well are our paddle raises at the event to work with our Event Module. So far the companies we are exploring to help us are not exactly what we are looking for. They wan...0 Reviewed: Voting Open
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List the CID under Donor Name in Drop Down with Donor Search - especially with Duplicate Records
When searching for Constituents, it would be helpful to include the CID either next to or underneath the Constituent's name. This would be beneficial when duplicate records pop-up with the same name and address for the same constituent. It would a...0
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In order to view all relationships/key relationships, it would be more user friendly to be able to open the relationship box (like "working with gifts') than to tab through pages of relationships.
No description provided0
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Workflows should allow a specific fundraiser to be notified when someone from a List makes a gift.
We utilize volunteers in our fundraising efforts. Would love to be notified when a donor who my volunteers contacted makes a gift, so that I can alert the volunteer to circle back and thank the donor.0
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Create Folders for NXT Emails
We are starting to send a lot of different emails through NXT, including events, appeals, stewardship workflows, etc. It would be nice to have categories/folders to organize the emails.0
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Only display active memberships in Event Participant lists
As a university, we have several membership programs both current and old. It would be very helpful to only view active memberships in the participants list, especially if someone has been on several different advisory councils over the years, and...0 Reviewed: Voting Open
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Add "Bill Payment Check" to Gift Pay Method
It would be helpful knowing the donors who use a bank Bill Payment process to make donations, especially those recurring donors. It separates out the Personal, Business checks.0