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Automatically add relationship between tribute donor and tributee in NXT
Manually having to manage and add relationships between a donor's record who gave a tribute gift and the tributee's record who is being honored/remembered is tedious and time consuming. I propose creating a business rule or configurable setting th...1 Reviewed: Voting Open
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A way to organize lists
In RE I extensively use folders in Query and Export in order to keep everything organized. I would like to be able to do the same things with Lists in NXT. I've built quite a few Constituent lists in NXT and it's hard to look through all of them t...5 Reviewed: Voting Open
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Enable a set of multiple Email Types to be chosen when sending a Marketing Email
When sending a marketing email, allow the email to be sent to more than one email type. Currently, one can only choose one email type from a drop-down menu to receive one's email. If one is wanting to send to additional email types, one has to kee...2
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Provide option to edit custom fields in actions as well as see custom fields in list view
This attribute provide much more detail that we can query on identify trends/analytics around this detail. Relationship managers cannot see this critical information currently.7
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Filter Lists by Employment or Position Title
We have a few users that like to request lists by employer or position titles. Having the ability for users to self manage and create their own employment lists in NXT web view would be super helpful. Adding filters for Employer (user defined valu...1 Reviewed: Voting Open
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Report Builder in NXT
As our team has been moving to NXT, I've been sitting down with key team members to get their thoughts on what the barriers to use are. One thing I've found is that as soon as I show them analytics, they usually start nit-picking the graphs availa...1 Planned
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Email Notifications for Recurring Gift Payments made through BBMS
Allow for the option to get email notifications for each recurring gift pay cash so we know that the donation went through.1 Reviewed: Voting Open
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For automated recurring gifts, create a thank you email that is sent when each recurring gift is charged
With automated recurring gifts, when each recurring gift is charged, we would like to automatically send an email to the donor that their gift was processed. (It is hard to believe that there is no way to do that. )6
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Tribute Honoree should automatically be sent notification of donation made in their honor
We have utilized two other vendors for our online donation forms, both of which offer the feature of setting up automatic emails for recipients of memorial and honorary gifts. This functionality ensures that the emails are sent without any manual ...1 Reviewed: Voting Open
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NXT - display business rules
Ability to view / display the business rules like you can in RE7 when opening a record. For example showing a warning sign if the constituent is on the advisory board when you first open a record.13