-
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
-
Add Primary Employment to NXT Constituent List
Just like we have Education field in NXT Constituent Lists with a Primary flag - we should also have Employment field with Primary flag. This would contain org name and position. This is crutical to complete the 365 view of Alumni and Prospect - a...19 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.6 Reviewed: Voting Open
-
Include ‘Pledge Payment’ as an option to online giving forms
Currently, donors giving online only have the option to give 'a one-time gift' or a 'recurring gift'. If there is a way to add a Pledge Payment option that would be great and to have the option to apply that gift to a pledge during approval.5 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.31 Reviewed: Voting Open
-
Add Addressee and Salutation mapping in form settings
Currently, when a new donor is added via an NXT donation form there is no mapping for addressee and salutation. This means that when I go to pull my acknowledgement letter, it defaults to First Name, Last Name rather than my organizational default...4 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
-
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
-
Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in N...34 Reviewed: Voting Open
-
"Other" Fund in NXT Donation Forms
Add the option "Other" to the Funds drop-down menu in the web donation forms, and a new text box will appear, giving the donor the choice to put down the fund they desire. This capability was formerly available in OLX -Forms.5 Reviewed: Voting Open