-
Allow user to choose Head of Household(HOH) when creating a spouse relationship
When you create a spouse relationship in the RE NXT webview you are not given the choice to pick which person is the HOH and in the database view neither record is marked as Head of Household. This means that if you run and Export in RE database v...5 Shipped
-
Allow new credit card information for recurring gifts
Allow new credit card information for recurring gifts- It seems the only way to update a failed/rejected credit card is to create a new recurring gift. For reporting purposes and a clean giving record, we need to be able to make changes to recurri...10 Shipped
-
add number of donors to Analyze dashboards in NXT
All analyze dashboards show # of gifts, average gift and more...but not # of donors. Like most fundraising shops, we count # of gifts and # of donors as important metrics to demonstrate progress and growth. Currently I have to run a different repo...8 Shipped
-
Analysis at Package Level
Most of our analysis is done at the appeal/package level. As an example, when we send our End of Year Appeal, it gets broken out into major donors, new donors, step-up appeal, lapsed donors, etc. When we look at our appeal to judge success, much o...3 Shipped
-
Allow Automated Email Series or Triggered Emails
We haven't received workflow designer yet so perhaps there's a workaround with that, but other email platforms allow you to set up a series of emails contingent on 'triggers' like a new sign-up or clicking a link. EXAMPLE: a new person signs up fo...12 Shipped
-
Spouse's name on Constituent Lists
Currently, you can't see a Spouse's name in webview. Would be a helpful column to add.6 Shipped
-
Gift Attribute / custom field options for Donation Form
We use gift attributes to track why someone gave and right now there's no option for creating such a menu of attributes for the donor to choose from.17 Shipped
-
Add Preferred name to the Create new constituent process
When Creating a new constituent (Individual) can we please have the preferred name as one of the fields to fill in. We have default addressee and salutations that pull off the preferred name and these are displaying just the last name because the...7 Shipped
-
Ability to Sort Relationships
Currently Relationships are sorted by date added, with no way to change it. You can choose to view only certain types, but the at-a-glance view as it stands can be a total mis-representation since recent "Friend" relationships will show up on top ...9 Shipped
-
Allow configuration of gift types included in Constituent Giving (Total/Consecutive years giving, First, Latest, Greatest, and Lifetime Giving amounts)
Allow gift types included in these amounts to be user definable. Some organizations would like things like Planned Gifts, Gifts-in-Kind, and Other gifts to be included. Other organizations would like them to be excluded. The same is true for soft ...15 Shipped