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The notes section of a fund record in NXT should have a bigger window for editing purposes. Additionally, until database view is sunsetted, formatting for notes entered in NXT should be reflected in database view.
I can't scroll up in the editing field to easily select text portions to move around, cut and paste, etc. The notes field in database view is larger and thus easier to view and edit.0 Reviewed: Voting Open
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Ability to add notes to a pledge in webview
The notes field in a pledge record is visible in webview but you can't add any notes to it. Notes have to be added in database view. I use the notes field for background info about the pledge such as something relevant to the donor about the pledg...0 Reviewed: Voting Open
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Online Data Review must be added for Event Registrations
Event Forms are currently unusable for our nonprofit because Online Data Review and specifically being able to use "Review and match all transactions" (a necessity to prevent drastically increasing our number of duplicates in the system that would...42 Planned
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Enable AI acknowledgements to send in Mass or Bulk and Merge
In the AI acknowledgements class today, Andrey said this ability is not available yet in webview. TO be able to create one template and have it send out a mass amount of AI receipts of acknowledgements at once. Ideally, it'd do the merge online, w...0 Planned
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Higher contrast outline of button selections in Gift Batch entry
Currently while tabbing through custom fields and other options in Gift Batch entry in Unified view, the contrast to show that the "Done" button is not extreme enough. The black outline around the royal blue buttons do not have a high enough contr...0
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Delete Row Option in First and Last Column on Grid View Entry
In DBV batch entry, if you accidentally duplicate a gift, you can easily spot and remove the duplicate from the first columns. I would appreciate having the trashcan icon to delete a row in WV Grid View Entry so I can remove from the left side of ...1
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Stop auto-batching gifts in NXT
Can we not have online gifts being put in batches automatically? Can they just come in as a list of gifts, similar to how it works in Online Express? We can then just tick which ones we want to process. Credit card payments take 2-3 days to clear ...1
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Template Pledge Batch
Last week, I attempted to create a template for our Pledge batch using WebView. During this process, I noticed that several important fields and options are currently missing: Constituent ID (Donor ID number) Constituent Code (Parish name) L...2
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Allow opening constituent record when entering a gift in NXT batch (pop open in new window)
Our organization opens the constituent record every time we enter a gift as a way to make any updates and to check the record. It's one of our many processes for data cleaning. Right now, when I am in the batch in NXT, I cannot click the constitue...0 Planned
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Custom Field Default in NXT
Please allow the Custom Field to be selected as a default option in NXT Gift Batch Template.1