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Make Planned GIft Beneficiary information visible in NXT
Currently you cannot see the beneficiary of a planned gift in NXT. It is important to be able to see this and would be beneficial to end users to be able to see this information without going into database view.0
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I would like to be copied on receipt letters through NXT
We need it for auditing purposes0
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Matching Gifts being viewed in Giving History Block
At the moment to view a matching gift on the constituent record, the user must click work with gifts. This is not practical when gift officers are on the road and working from a phone. It is also not practical in general. It should be forward faci...1
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Include a tribute option in the NXT donation page form
Supporters making a gift through the NXT donation form should have the option of making it In Honor or In Memory of someone.0
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make replacement receipts available in NXT
if we are to move from database to NXT for gift receipting, we will need the function of replacement (reprint) receipts to be available0
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Being able to link a tribute in a NXT Gift batch
Frustrating to not have the same functionality in NXT gift batches as you have in database view0
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Add ability to upload a scanned document under area where you are entering a donation so it is tied to the exact donation. Example is a DAF letter received with a donation.
No description provided0
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Add total giving by year view for constituent on main summary page under giving without having to manually add them up or download a report.
No description provided -
The ability to supress donor information for gifts given anonymously within the security group
We would like to give access to members of our team so that they can view donor demographics and gifts; however, certain members of our team should not be able to see donor information on anonymous gifts. We would like to set up a security group f...1
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Fiscal year committed but not paid (pledge balances)
It would be helpful to have a link in NXT to the gifts that compile into the fiscal year committed but not paid pledge balances. We need to see the unpaid balances due in the fiscal year and see them link to the gifts. This isn't even visible curr...0