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Soft Credits to donor are not part of the criteria for tagging
A gift soft credited to a donor is not recognized by NXT in that it will tag that donor as "Lapsed" etc.Reviewed: Voting Open
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Retention report should capture campaigns, not campaign categories
The retention dashboard report is essential useless to us because the "campaign category" is not a required field for a gift so my organization never used it. Why doesn't the retention report just use the campaign instead?Reviewed: Voting Open
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Add disbursement date as custom field in NXT
For reconciliation purposes across gifts of all payment methods, we add the date the gift hits the bank account as a custom field. This includes thousands of BBMS transactions annually. It would save a tremendous amount of time if the disbursement...Reviewed: Voting Open
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Add Years of Giving to Lists
In a donor record we can see the number of years a donor has given (total and consecutive). It would be great to have this as a field to export via lists. We acknowledge years of giving on our annual donor honor roll.Reviewed: Voting Open
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put list total ($ amount) for Gift Lists (in addition to number of gifts) at top of list
we can quickly make Gift Lists in RENXT (webview) that provides the number of gifts at the top -- please add the total of those gifts as well so we don't have to export every list to get the gift total.Reviewed: Voting Open
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Include a unique identifier on BBMS disbursement reports and link to gifts in RE
There is a NXT Gift transaction ID available in web view and also in the transaction reports in BBMS. Please include this or another unique identifier in the BBMS disbursement reports, and allow it to be included in a gift export from RE (database...Reviewed: Voting Open
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Add "Giving Summary" column to lists
To mimic the export functionality in database view. This would allow a user to add columns to lists that are filtered giving summaries (filtered by gift type, date, campaign/fund/appeal).Reviewed: Voting Open
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Add "use pledge balance instead of pledge amount to NXT reports".
It's hard to create a report that matches the Gift Detail & Summary Report in NXT when doing reporting if you would like to include pledge balances in your total. If you add pledges to your gifts being counted in NXT if then double counts the ...Reviewed: Voting Open
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Ability to review a list of constituents, select certain ones and create a new list with just those
would also be great to have other functions - select specific records and add an action, add a note, attribute or just save those selected profiles into a new saved list.Reviewed: Voting Open
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Add Fund Categories to RE NXT list filters
No description providedReviewed: Voting Open