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Add GL Post Date as field to export in Mail Merge
Typically we use the GL Post Date as the date we deposit money into our bank, we would like that date available as a merge field for receipts.0
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Display presence of planned gift on Giving tile
Giving tile currently includes First, Latest, Greatest and Matching. If constituent has a Planned Gift, would be nice to see the Planned Gift and Gift amount display in this area as well.0
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The ability to adjust the colors in NXT so that some of these washed out icons can actually be seen
I talked to chat support and the only resolution they could give me was to post this idea. So it would be nice to not have to use the brail technique for locating some of the vague icons.0
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Changing date by hitting the + or - (just like QuickBooks)
We often have dates that are within a week of a vote, and it would be helpful if we you could change the date with a simple + or - instead of always having to pull up the calendar.0
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Save emails as note
The installed version allowed emails and letters to be saved as notes automatically when sent/printed. RE NXT does not.0
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Integration of Omatic with Raiser's Edge NXT
We utilize Omatic in conjunction with Raiser's Edge. It would be very helpful to choose a list out of Omatic's List Management as an option in NXT when using email in Marketing.0
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Default recurring gifts frequency
Currently all recurring gifts default to monthly. It would be good to set a business rule to default this to another frequency based on our business needs.0
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Ability to add Action Attributes
We use action attributes in RE and would like the ability to do the same in NXT1
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Ability to cc yourself on a workflow email.
We are switching to electronic tax receipts and as the records keeper, I would like to know when the donor receives the email and be able to have a copy of the email for our files. Often donors will reach out and ask us to send a receipt again if ...0
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User ID in Notes
In RE, you can hit F5 and the user's name and time/date of note is automatically entered. It would be handy if this info was automatically generated when starting a new note in NXT as not everyone remembers to insert their name and it is helpful t...0