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Make bulk processing for Deceased finder in NXT - Make it clear that if you go with NXT deceased finder, you can't go back to DB view!
The bulk processing in DB view is a much easier way to mark records as deceased. I didn't realize that once I enabled Deceased Finder in Webview that I couldn't go back. Please help other people not make the same mistake I did. Now I need to make ...0
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Add Year to Date as Date Filter
Would love to have a year to date filter in Analysis. This would make reporting with comparison so much easier.0
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Note Templates for Constituent Records
In order to ensure policies are adhered to, being able to create note templates for changes to constituent records would be time saving. Example: Address changes: Date notified Previous Address: New address: Method of information received:0
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Make Tribute Recipient Address Defaulted to Show on NXT Donation Form
It would be great if you didn't have to click the "send mail notification" checkbox before the address fields show up. Whether or not it's required to fill out, some donors get confused by not seeing that until they check a box. Also, we have a fo...0 Reviewed: Voting Open
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When the Primary Contact checkbox is selected for a relationship in DB view, that person's contact info should be added to (not replace) the contact info tile for the org in NXT.
I'm starting to work on cleaning up the contacts in organization records (jealous yet) and it occurred to me how helpful it would be if, when a record has the primary contact checkbox checked in DB view, that individual's contact info (email and p...0
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Add Contact check box in Relationships tab
You can remove a contact in RE NXT but you cannot 'add' a contact. I have to go into the traditional RE interface to make the relationship the contact. But I can remove the person listed under relationships as the main contact by unchecking the box.0
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Workflow Acknowledgement Flagging
Would be great if the workflow would include flagging the gift that generated the workflow email as acknowledged once the email has been sent. I am assuming that workflow emails are mostly acknowledgements of latest or greatest gifts.0
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Add Class Year to Analyze Aquisition / Recapture / Retention
I just posted this idea: https://renxt.ideas.aha.io/ideas/RENXT-I-759 and didn't want to muddy the title and description. But I would also like the ability to analyze information based on class years. So how do all alumni perform, and how alumni w...0
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Filters for NXT search bar
I imagine I am bit redundant with other ideas, but creating a filter drop-down to limit inactive, deceased, check aliases- similar to RE7.0
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Default Order Type "E-Commerce" for Automated Recurring Gifts
All recurring gifts are E-Commerce gifts so we should have the ability to default the Order Type for automated recurring gift payments in NXT to "E-Commerce". Currently the Order Type flows through to RE as "Telephone".0