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Ability to create lists by employment details
It would be great to have list of constituents by their employment details, in particular to see all constituents working for a particular company; or industry; or all constituents with a particular job title2
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NXT is not finding ALIAS in partial searches: please help
Can this be fixed? E.g., if my alias is June Miller, and someone searched for ju mil, nothing would appear, as it would for the main constituent name. This is a treacherous inconsistency!0
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Extend time for Chat to time out
Most times that I am chatting with customer support to get help with an issue, the chat times out due to inactivity. This time frame is far too short! Most times I am trying to do what the agent suggested and before I can finish the steps, the cha...0
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Fiscal year committed but not paid (pledge balances)
It would be helpful to have a link in NXT to the gifts that compile into the fiscal year committed but not paid pledge balances. We need to see the unpaid balances due in the fiscal year and see them link to the gifts. This isn't even visible curr...0
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Adding date options to workflow
For some groups of donors, I would like to add an annual plan workflow; on January 3 - Happy New Year April - Happy spring stewardship touch August - gearing up for autumn November - tis the giving season Rather than determining the number of week...1
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Prioritise workflows and add branching options
Being able to prioritise workflow emails and add branching options would improve our ability to tailor communications effectively with supporters. We would like to set up workflows for birthdays, RG welcome journeys etc, but without being able to ...0
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On the Constituent Appeals tile, display Appeals dot differently if they have/haven't given
Similarly to the Events dot appearing differently if they have/haven't registered, we'd like to see the same concept applied to Appeals based on whether they have/haven't given to that Appeal.0
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Access to previous user's NXT lists after they no longer work at the institution.
The person who had my position prior to me was using lists in NXT and unless they are marked as sharable, I can't see them or access them. There should be a way that a user with supervisor rights can access those when an old user is inactivated.1
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Giving Summary in NXT
Our Fundraisers and Executive Director need to see year-to-date giving at a glance from the Constituent Record. "Working with gifts" and filtering doesn't work because it does not sum the gifts, nor can you save default filters so it's too time co...4
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Send acknowledgement letter to soft credit recipient through Emails or Receipting.
We still want to be able to thank our donors who give through a donor advised or third party giving platform, even though we don't provide a tax receipt. If there were more merge fields available in the email function, that could work, but it woul...2