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Individual Output of Gift Detail and Summary Report Pulled from Multiple Constituent Query
I have a list of approximately 250 donors who would like an annual receipt. We sent a thank you letter with a total, but would like to include an itemized gift summary with the letter. An easy way to do this would be through the Gift Detail and Su...0
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Add a way to upload interactions to multiple accounts at one time.
I currently have to individually add 200 interactions for a letter we sent out.0
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NXT Report Builder and Insight - keep blank instead of "Empty Value"
Trying to show Gift Subtype in our insight. If the Subtype field is blank in RE Citrix View (correctly) then in NXT reporting it shows "(empty value)" instead of being blank. We want fields that are blank to stay blank, and not physically say "emp...0
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RE NXT does not allow the \ function in a constituents name to work.
We deal with a lot of foundations or businesses that start with "The" and not being able to sort using the \ as in the database view is very frustrating.0
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Quick but Smart date entry
With the change in year comes the pain of entering the full date for any transactions that occurred last year. But wouldn't it be great if RE could be set to a Smart mode that assumed any Day greater than current was last month? Eg: On 02-Jan-2020...0
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Calculation based on modifier and field
We enter # of lbs of food donated for food drives and we calculate the value based on a multiplier. Right now it is $1.68 for each pound but can change. Right now we have to manually calculate per gift. If we had the ability to set up a multiplier...0
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Allow for more characters in the Cheque Number box in NXT
Frequently we are given multiple cheques for one gift. When selecting the payment method as "Cheque" the "Cheque Number" box will only hold enough characters for two cheque numbers. Can this be expanded to record multiple cheques.0
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More control needed over OE-NXT interface
We run 4 or 5 Appeals a year. For instance we run one at New Year - the New Year Appeal.For each Appeal we set up a single Appeal record and post all income from that Appeal to that Appeal record.An Appeal usually involves several tailored emails ...0
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give more options on gift viewing for restricted users
We are a medium-sized non-profit with a very active board. We would like to give our board the ability to view dates for gifts without the seeing the actual amount. This would give them the ability to contact donors who have lapsed without being a...0
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Automatically Add signature lines to the email
Regular emails have signature lines that are added automatically. The prevents having to retype name, organization and all contact information with each email.0