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NXT Batch Approvals - add ability to make one Template the default view
I want to quickly review the Appeals in every batch. I approve several batches each morning. Currently for every batch I need to: open one batch then click "Apply Templates" then click on "See all" then click on the template title then c...Reviewed: Voting Open
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Allow Fundraiser to be added in NXT without being an RE User
Not user friendly or functional to require a Fundraiser in NXT be an RE User. P2P fundraising happens via multiple channels and these days, platforms (i.e. Facebook) make it easy for the prospective fundraiser and donor to raise funds. Not every P...Planned
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Appeals, Funds & Campaigns - Make selections sticky
It is great to see the Appeals & Campaigns records now in Web View. It would be great if the "display active entries only" checkbox could be sticky so that it stays checked. (or is checked by default). Currently it defaults back to unchecked e...Reviewed: Voting Open
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Work with gifts - Compressed view (narrow rows to view more gifts)
Offer different viewing formats in the "work with gifts" table. Narrower rows to view more gifts at a time.Reviewed: Voting Open
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Add a matching gift interface to link gifts to companies when creating the original gift entry for NXT
I do not currently see a way to link constituent gifts to a company for a matching gift pledge within NXT, I currently have to add all matching gifts through the database view for it to create a matching gift pledge linked to the original donor's ...Planned
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Make it possible to generate a donor-specific end-of-year receipt for recurring gift payments
From my experience, recurring donors typically appreciate receiving a charitable receipt at the beginning of tax season. It would be really great to have a simple way of generating a receipt like that.Reviewed: Voting Open
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Need copies of AI Acknowledgements Emailed
For audit purposes, we need copies of the full email template and letter sent to donors. Or create a BCC so we can automatically get copies of the letter sent to our emails as well.Reviewed: Voting Open
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Allow decimal entries in gift batch entries
With stock and now cryptocurrency as types of gifts received, it is necessary that we be able to enter decimals for the Issuer number of units field in the gift batch.Reviewed: Voting Open
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Need consolidated E-receipts in NXT
Currently monthly donors would receive 12 emails per year. Since database view isn't compatible with Gmail (another idea to add) we are forced to print a consolidated receipt in database view or send 12 emails throughout the year as one-time gifts...Reviewed: Voting Open
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Viewing assigned appeals in online gift entry
Before grid view was enabled in unified view, you could see what appeals the constituent had assigned to them so it was very convenient to choose an assigned appeal and auto-fill in that information for the gift. It would be really helpful to be a...
