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IRA Rollover as Payment Method
Right now, there's not a great way to track IRA Rollover giving in RE/NXT. Given that it's a payment method (and one that is becoming very popular, at that), it would be great to add that to the Pay Method dropdown.0
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allowing summary note to keep formatting.
i think it's fine for the summary note to condense paragraphs when it is collapsed, but when the summary note is expanded it should keep the formatting. having a way to break up the note visually is really helpful for our team because they would l...1 Already exists
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Fundraising/Analyze - "Total Past Due" includes gift totals that have been terminated
I just noticed that the output for the "Total past due" list that is generated is including gifts with a status of terminated. I am not sure if on the anylyze screen, that total is excluding them though. The list generated that I exported from the...0
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Deceased Finder add columns to display
In order to be able to prioritize which records to look at the deceased finder output should have last gift date, total giving , record type (constituent, spouse , contact, event attendee)0
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Analyze: Overview - Criteria and Filters
In Analyze, I would like to see all areas in Overview updated based on the criteria selected, such as Fund Category (which I would like to see added). Currently, Donor lifecycle and a few others are looking at everything in the system even when I ...0
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Individual Display Name setting should appear consistently throughout NXT
Currently it shows on the actual record and in search but it is most useful in lists or on needs attention cards where you may not know which John Smith you are seeing.0
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Add Filter for Assigned Fundraiser campaign/fund/appeal in Work Center
Our fundraisers work with prospects/donors for specific campaigns and funds and it would be great to be able to filter in work center based on those campaigns and funds (so they can filter and see only those assigned for annual fund, or gala prosp...0
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Ability to count and delete multiple exports like can do with Queries
Whereas one can get a list and count of the total queries in RE, one cannot do same in Export. ONe has to go into each folder and execute a process. In the interests of managing exports, as well as queries, it would be good to have a a parallel fu...0
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When entering an action can you update the 'past' vs 'future' depending on date entered?
We are new to RE NXT and many of our fundraisers are forgetting to update the 'past' or 'future' buttons when adding an action. If it updated based upon the date entered for the action this would correct a lot of the problem. Right now it always d...0
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Donation form automatically copies email & address to payment step (does not require re-entry).
Instead of having to enter email and address detail again, it would be better if that info auto-populated based on what was already entered before clicking the Give Securely button. (The more steps a donor has to take, the less likely they are to ...0