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NXT - display business rules
Ability to view / display the business rules like you can in RE7 when opening a record. For example showing a warning sign if the constituent is on the advisory board when you first open a record.
Created 01 Dec 19:49 by Guest
Settings
16
Reviewed: Voting Open
9
Vote
Unified View for Gift Entry - Stop Hiding Custom Fields!
Currently custom fields are hidden off in a sort of pseudo-tab menu when entering a gift. Navigating to the custom field pseudo-tab removes visibility of the rest of the gift information, which is an annoyance in and of itself, leaving the person ...
Created 24 Jan 23:24 by Ryan Hamilton
Gifts
0
Reviewed: Voting Open
46
Vote
NXT Access Level for Event check in desk - Mark Attended only
We need an access level for someone at an event check in desk to have access to Mark Attended only in NXT. Currently with the minimum access I can give there are the following risks outstanding: It is possible to Export the participant list includ...
Created 20 May 00:52 by Natalie Townsend
Events
1
Reviewed: Voting Open
5
Vote
Update email suppressions in NXT automatically when consent is updated
When someone unsubscribes from emails, NXT will no longer include them in future emails even if the constituent updates their consent to request emails or be included in certain emails such as event invites but not newsletters. Currently they have...
Created 18 Jun 11:08 by Gemma Hayden
Email
0
Reviewed: Voting Open
29
Vote
Gift receipting via email should also produce pdf to print
We need to both (1) send an e-receipt to the donor AND (2) file that receipt. If we gift receipt by email using RENXT, currently there is no access to pdfs produced as emailed to the donor. We need to be able to download these receipts, as you can...
Created 24 Jan 16:49 by Guest
Gifts
2
Reviewed: Voting Open
8
Vote
Advanced Admin Features for Attachments
Please provide the ability to query, bulk add, bulk export, bulk change, and other advanced attachment features.
Created 28 Feb 17:41 by Quinn Anderson
Attachments
0
Reviewed: Voting Open
46
Vote
Ability to Send Pledge Reminders in NXT via email
Would like to be able to send emails to folks with pledge balances due through the email functionality using a template in NXT.
Created 12 May 14:39 by Philip Weaver
Email
8
Reviewed: Voting Open
9
Vote
Use query to limit records in Reporting and Dashboard functions in NXT
The hard coded filters don't include all fields we could use to create dashboards or reports and so pulling from a query would enable us to have more custom dashboards
Created 22 Jan 18:23 by Guest
Reporting and Analysis
0
Reviewed: Voting Open
8
Vote
RE NXT to stop creating so many daily batches
Unsure of the process for batches to settle out before a new one is created. Whether it is because of the source/form that transaction comes from or a settlement based on timing. We often end up with numerous batches each day and many only have on...
Created 27 Feb 15:38 by Guest
Gifts
1
Reviewed: Voting Open
104
Vote
Ability to view addressee/salutation on search results
It would be really great if some progress could be made on the Search Function. I would love to be able to choose one of our additional Addressee/Salutations to see there, because it contains a lot of the information I would find useful when searc...
Created 13 Jul 18:24 by Jen Claudy
Search
3
Reviewed: Voting Open
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