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Show soft credits on giving timeline
We have payroll deduction donors whose checks come from their employer. The employer gets the hard credit and the donor gets the soft credit. Currently, the timeline for these donors shows no gifts! Same issue for couples where the check only has ...9 Reviewed: Voting Open
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Ability to link memberships in batch gift entry
Would allow for faster processing and functionality of the program. We currently have to link memberships one by one after entering the batch of gifts processed through our NXT online giving pages8
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Export list of emails in NXT Email Marketing (eg. unsubscribed, bounced, unopened)
We would like to be able to export lists from the NXT email marketing.. The export would allow us to be able to resend an email to those who have not opened the email. (See RENXT-I.-2188 Add "unopened" in the sent mails stats for NXT email market...10
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RE NXT Receipt Series and RE7 Receipt Stack
BB recently released Receipt Series in the web views to help canadian charites manage their unique receipting requirements, but the Receipt Series values don't get saved down to the Receipt Stack (or any other location that I can see) in the RE7 d...4
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Create marketing emails with HTML
It would be great to be able to copy/paste HTML into the email editor for marketing emails. My webmanager would love this feature.1
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Add Fund Type to NXT Analyze (all Analyze views)
We are implementing RE. Since we participate in the VSE report, we will use Fund Category for the VSE/CFAE codes. We also base reporting on our units (colleges/departments) and need to be able to analyze all giving from this perspective - using th...10 Planned
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See overdue pledges from tag
You give us a tag that a pledge is overdue but then the constituent window does not show pledge balances. If you open the "work with gifts" you can see pledge balances but if a person has multiple pledges you can't tell which is overdue. There rea...2 Reviewed: Voting Open
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Ability to add email addresses in the constituent window during the batching process
Most credit card transactions are tied to an email address. This would be a much faster way of verifying the correct constituent to the transaction from BBMS.0
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Add More Fields to Insight designer
Insight designer is a great tool. Although, I wish it was more like the query tool in DB view where we have access to all fields. Combined with the query tool functionality and the data visualizations, I think Insight Designer could be even more p...2
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Make the RSVP DATE column "sortable"
It would be helpful in identifying the most recent registrations if we could sort the RSVP DATE column.1 Reviewed: Voting Open