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Provide configurable tolerances for "overdue pledge" and other tags
Seeing a pledge (or recurring gift) as overdue on the day that the payment is scheduled is not particularly helpful. It would be better to have a configuration screen for tags where you could set any related tolerances e.g. being able to set the a...0
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Make Profile / Membership ID visible on NXT
On looking at Membership, being able to see the attributes tab would be great. Being able to search by profile id would also be good.0
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Export Tags & Recommendations
It would be beneficial to be able to include tags and recommendations as a an export option to see donor lifecycle a lot easier.0
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Need a TAG to mark a primary record for stewardship when a donor have multiple records
It's challenging for an assigned solicitor to stay on top of their portfolio especially when a donor might have multiple records. I'm looking for ways to mark a specific record to be primary for stewardship without having to check their personal r...0
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Auto identification of note writer
Users entering notes in NXT are automatically tagged with their name.1
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Add the ability to turn off recommendations that pop up.
An example of a recommendation that pops up is - "To keep the constituent engaged, reach out to see if they'd like to be more involved." This recommendation popped up on a constituent that is assigned to a gift officer because he is the father of ...0
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Tags in NXT - Please allow to change or remove tags from that section. "No Meeting" does not always work for our donors
They do not always serve our contact with our donors0
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Show "Needs Attention" Cards Only for Primary Assignments
We use several different assignments (Prospect Manager, Team Manager, Discovery, etc.) It would be helpful if we could limit the view to show only the records that need attention that are for Prospect manager or the primary assignment.0
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USA date style
Currently date conventions are focused on the USA formatting. Before I can introduce this system to colleagues, it would be great to see a timeline of when this will be updated to include UK and other date format styles to support the user underst...6
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Overdue Pledge Tag Include Soft Credit
Idea Bank '182' apparently accounted for soft credits with tags of 'lapsing', 'lost', etc. But we need soft credits to also apply to the "Overdue Pledge" tag when a constituent gets marked deceased. Otherwise we have to move the pledge hard credit...0