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Receipts that can be edited in constituent before being issued
At the moment if you need to tailor a ack letter you have to address this in the gift receipting. It would be great to be able to open the template and edit the fields to tailor the letter to the constituent from the acknowledgement and receipts a...0
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Query on specifically on automatic or manual recurring gifts
We need to be able to create a list of all the manual recurring gifts that need to be changed to automatic recurring gifts in NXT1
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More Filter Options in Work Center
It would be helpful to have more filter options in a solicitor's portfolio (NXT-work center). An example is the SingleCouple Salutation (or another specific salutation option) to be listed in their portfolio. Currently, this needs to be pulled thr...0
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Add Number of Prospects by Fundraiser Type
We need to quickly be able to ascertain and review a list of prospects where the fundraiser is assigned as Primary. This is the true number of prospects in a portfolio. A chart similar to Opportunity Types on the Work Dashboard would be good or ev...0
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Can we please add a way to transfer memberships from one spouse to another without starting a new membership.
There currently is no way for us to transfer a membership from one spouse to another in RE or NXT and it complicated our records for a number of reasons.0
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NXT list should have capability to view current year total giving, as well as previous year totals
This would benefit relationship managers in being able to see at a glance a group of Constituent's giving over several years within one screen in webview0
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Allow 'between' on batch number filter in Gift Lists
It would be useful to be able to filter on batch numbers that fall 'between' a certain range for when you don't know which batch number exactly you are looking for.0 Reviewed: Voting Open
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Attachments should be able to be uploaded for opportunities
When creating an opportunity, it would be helpful to be able to attach the written proposal that was submitted to the prospect.0 Already exists
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Add multiple Guests as a Batch in NXT under one Participant
Rather than going through the painful Import process, I find it much easier to just go to a Participant in NXT and enter in Guest information. If there was a batch form/table to add guests (for example, we have 10 seats at a table that are sponsor...0 Reviewed: Voting Open
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RENXT: Email Comment Field
Please add the Comments field supplied for email addresses in Classic view to NXT. We have many users updating the database and this field is helpful to identify why the recent change was made1