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Default Soft Credits in Gift Batch
Much like being able to default honor/memorials or split gifts in batch, it would be handy to be able to default soft credits within them too. There doesn't seem to be an easy way to add the same soft credit within a batch to an entire group.0
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In NXT Donation Form Designer: Allow Direct Debit as Default option
Credit Card is selected as the option and there is no option to have Direct Debit be the primary option when designing a donation form. This would be preferred especially for donors giving monthly0
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Export with individual childrens' relationship using the childrens' class of as the "order by" in the criteria
The president of our school asked for a report listing all past and current parents including the names of their children in age order. The only information we had to create this report in age order was the "class of" under the individual/educatio...0
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Ability to report on percentages in Pie Charts
It would be helpful to have the ability to report percentages in Analysis > Report Builder > Insights. Right now the only option for a pie chart reports on gender. The data can be manipulated to report on different information, but only outp...0
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Add "PAY It" and "Square " as a form of payment , when entering in constituents file for a gift.
We are getting more payments through Pay It and Square , at the moment we are entering them under OTHER and then putting a note in reference . When running reports this is not helping us this way .1
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Update Consent details on Constituent records
The ability to update Consent records on a Constituent record should not be something that is limited to a Supervisor user (We have staff that maintain Consent details that should NOT be in RE with Supervisor access which basically makes for the '...0
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add the entry" Pay It " and " Square " as a form of payment in the constituents file
We use these forms of payments very often. As of now we use other and then write info in the reference box . It would be more specific and helpful than "other " when running a report. -
Enable the view of gift date, and gift date edit option on RE NXT.
After the gift is entered and saved on the RE NXT, at the moment, there is no option to edit the gift date from the RE NXT. Please enable this option. Thank you!1
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Add More Options to NXT Workflow Designer
It would be great to create a workflow on "years of giving". In the "Giving" section on a donor's profile it calculates their total years of giving. Since the information is already there it would be nice to be able to create a workflow when a cer...0
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Allow the option in RE NXT Web view to open address in Zillow instead of Google Maps
Our Gift Officers want the option to choose between Google Maps and Zillow when clicking on a constituent's record in RE NXT Web view.0