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Be able to enter fund/campaign/appeal by code in RE/NXT
Unless I am doing something wrong...when entering a gift in a constituent profile, as I am tabbing along fields,I have to open the "search for appeal" etc rather than being able to add a code.Being able to tab along those fields and enter the code...0
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The ability to restrict gift viewing access to NXT users.
We have new users that will be doing data entry and do not need access to sensitive donor data such as gifts.0
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Moving the location of gift logging
Could we ask if possible if within the Gift split section could be slightly moved, to have fund 1st, appeal2nd and package 3rd showing?0
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Please add Fund Type to RENXT Fund View
I don't see Fund Type in the RENXT Fund Record. I see Fund Category.0
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Add Receipt Amount to the columns able to be displayed in an NXT Gift list
We can currently view Gift Amount, but not Receipt Amount in Gift lists.0
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Add Attachments to Gift from Home > Add gift dialog
Would simplify gift entry if you could add attachments when initially creating the gift record when using the Home > Add gift dialog. Right now you have to first create the record then open said record where you then can add attachments. This c...1
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Add FundID to NXT batch forms
As an institution with hundreds of funds, it would be extremely helpful if the FundID was added to the NXT batch form. This would make reconciling much easier.0
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See percentage breakdown of gifts
In gifts under a donor, it would be AWESOME to be able to see the percentage breakdown of where a donor's gifts go (i.e., 10% to Athletics, 25% Annual Fund, 65% scholarships)0
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Email Alerts for Gifts Posted to Certain Funds
We would like to configure RE so that an alert is auto sent to key campus leaders when a philanthropic gift has been posted to a fund that they manage or oversee. Want the email to have the gift date, fund name, donor name and their contact inform...0
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Turn E-Receipts into Actions once Sent
If sent receipts in NXT could be automatically added as Actions to records that would provide the needed paper trail to verify that donors have received their required tax receipt letters.0