-
Fund Relationships available in NXT
We use Relationships to track Fund Representatives and Recipients (we create a relationship between the Fund record and the Constituent record). As far as I can tell, that does not exist in NXT. Sure would be helpful. Thanks!70 Reviewed: Voting Open
-
Ability to review event participants who are not auto-matched
Rather than add a bunch of unnecessary records into RE because someone put their first and last name in the first name field or misppelled (yes that was intentional) it typing fast, it would be great if we could have the ability to review those wh...12 Reviewed: Voting Open
-
Exclude inactive campaigns, funds and appeals from report filters by default
It is crucial when filtering, etc on gifts, constituents that we don't have to scroll through miles of old campaigns, funds and appeals. This option is available in RE but not NXT. Seems like it was forgotten.30 Reviewed: Voting Open
-
Filter by "This Fiscal Year" in Analyze
It would be really handy if "this fiscal year" was a date range option within Analyze, so that you didn't have to update the date range each time you accessed saved views.5 Reviewed: Voting Open
-
Detail which form, donation or event registration in the Gift Batch
We have many donation forms and events for registration happening at the same time. There is no way within the Gift Management area to determine which form or event the transaction was entered on. This is very frustrating and makes it extremely di...6 Reviewed: Voting Open
-
Ability to export a custom dashboard to PDF
Need the ability to export a custom dashboard from report builder to PDF, instead of just Excel. We want the ability to share these dashboards with people who do not have access to RE NXT.30 Reviewed: Voting Open
-
Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
-
Please fix tribute name field in NXT donation form
Please fix the tribute name field in NXT Forms to be two separate fields "First Name" and "Last Name" and make both of them required if the tribute option is chosen. We are having an issue where pet tributes are being automatically linked to pre-e...1 Reviewed: Voting Open
-
Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
-
Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 Reviewed: Voting Open