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Allow us to remove soft credits from the gift list criteria in NXT
We were trying to get a quick snapshot of how many donors had made gifts, but the gift filter doesn't allow you to filter out soft credits. In our system, husbands and wives have two separate records. We just want one gift per household. We worked...0
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Notes in RE NXT Web View: In "Notes Edit View": Ability to "Fullscreen"; further expand/maximize view
When I go to edit a note, I find myself trying to "Maximize the view," the way we're able to do in the Database View. Could you give us the ability to further expand/maximize the view in the RE NXT Web view so that we're not having to scroll around?0
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"Assigned To" should be a column option in all Lists: Actions, Constituents, Gifts, Opportunities
It's critical for fundraisers to see if a constintuet is "Assigned To" someone in NXT.0
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Report on Consent/Solicit codes in Insight Designer
This is not possible at the minute but it would be very useful to easily track variations in numbers of contactable constituents.0
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Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record
We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total g...0
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Allow the use of payments methods saved on a Constituent record in Web view
We have situations where we may have a credit card saved in database view for a recurring gift, but want to process the same card in web view occasionally as a one-time gift. It would be great to be able to access that saved credit card in web vie...1
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REPORT BUILDER: Add the option of selecting a saved nxt "List" as a filter
Filters in report builder are limited, instead of adding in new options, allow us to select a pre-made and saved list of constiuents from NXT>1
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Action Solicitor as Filter/Data Field in Insight Designer
It would be very useful if we could build Dashboards that allow us to filter not on the Fundraising assigned to the Constituent, but rather filter by the Solicitor (Fundraiser Name) who performed or completed an action.0
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Working with Lists and filters
Would it be possible to add into the filter options for lists, addressee/salutations as well as the address type and spouses. When managing invite lists from NXT, and sharing those lists more widely. It makes it so much easier to work with an invi...1
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Notification in Work Center of new automatically created batch from Gift Management
I am the person who needs to approve Gift Management batches. Sometimes these are automatically created by either the recurring gift process or a donation/event registration form. It would be great if my Work Center would give me a banner or some ...0