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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
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Split out option to automatically apply gifts to pledges and recurring gifts.
I have a payroll deduction batch that has people who pay on their pledges and I have people who also have recurring gifts and making an outright gift through the payroll deduction batch to the same fund as the recurring gift is to but because this...1
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Create a way to customize the past due donors in RE:NXT
Currently the Past due in the RE:NXT view is not indicative of a true past due. I would like to see donors who have missed a payment in 30, 60 or over 90days. The past due report in the RE database view does not offer this and I have to create, or...0
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Separate revocable planned gifts with its own gift type
The ability to separate revocable (and countable) planned gifts from irrevocable is somewhat difficult within NXT's Campaign dashboard. There exists an option to count planned gifts as Committed revenue, but the option doesn't distinguish between ...0
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Have soft credit as a field in batch
Rather than just having to click an icon to soft credit, have it as a field in the batch - if you are trying to add a soft credit to multiple lines it is laborious.0
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Add a Settings option to adjust fields display on the Giving History panel
Would love to be able to adust the default view of fields on the giving history panel. Reference is a field that is extremely important and would be helpful if we could opt to display.0