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Batch Online Gifts From Several Forms
We have several online giving forms through NXT and find it tedious batching them separately by form. Can they be grouped into one batch in Gift Management?1
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Fixing donor contributions to other organizations.
If you have recorded a donor's gifts to other organizations through database view, they all get sorted into the "Other gifts" category on their Prospect Management tab within NXT. The only way to get gifts categorized properly as Philanthropic Gif...1
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Make Complete Cover an initial check-box instead of a pop-up
The Complete Cover pop-up is a little obtrusive and not always a great look, but we'd love for our donors to be able to opt-in to helping cover processing fees. A check-box on the form for donors to indicate they'd like to help would be great, and...0
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Group constits according to email response in NXT
In RE database, I can query on constits according to how they have responded to an email: opened, clicked, gave, etc. I use this information to segment by email lists. I send much more frequently to my subscribers who have taken these actions; I c...1
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Add a pull down menu of available Funds to the Honor Memorial "description" field
It would be helpful if there was a pull down menu of our funds so that we do not need to manually type the name of the fund into the description of the honor memorial that we are setting up. This would help with misspellings and making sure that t...0
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List type of relationship for all linked records
We tried clicking on a constituent listed under relationship but discovered if the entity does not have a constituent record of their own, when we are taken to their NXT record, there is nothing to show what the relationship is to the constituent ...1
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RE NXT Needs Attention List - Removing Tags
Currently there is not a way to remove tags from records in the Work Center area that are system generated. As we pull reports from this area sometimes the tag does not apply to the record due to internal conversations such as the system assigns "...1
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Create Print option for profiles
I know that R/E NXT is created for web/remote viewing, however there are still bosses out there who require printed copies of profiles and there is no easy way to do this. Please add a Print option or a Print drop down.1
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Allow users to move pop-up windows
Allow users to move pop-up windows in NXT like we can in database view. This would be helpful for capturing instructional screen shots and for viewing data covered by the new window. It is fixed in place in every instance where a pop-up window is ...0
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Filter Search in Constituent Records to not list orgs
Would love to be able to filter in the record search for an individual or org. I want to see just [individuals] with specific last name without getting organization with similar name or be able to just get only orgs when searching.0