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Customization flexibility for PDF eReceipts
Currently, the PDF eReceipts pull the constituents primary alumni class of year into the constituents name as if it were a suffix. We operate out of a school so we like to keep track of our alum, however, when it comes to receipting we only want t...Reviewed: Voting Open
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Add ability to to make additional donations download as separate gift record from online registration form
When someone signs up for my event through my NXT online registration form and also gives an additional donation, it comes into batch as a split gift and is all counted as a payment towards the registration fee. This makes it really hard to pull w...
Reviewed: Voting Open
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Add custom field to optimized donation forms
Please add the form designer used in standard donation form editors to the optimized form.Reviewed: Voting Open
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in NXT "GooglePay" does not need to be shown in comment field
When a donation is made by GooglePay, the word "GooglePay" is displayed in the comment field. This is not necessary as it is not a comment entered by the donor. If this information is important, add a different "box" that would contain that inform...Reviewed: Voting Open
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Add "Other Amount" option AND ability to turn off auto-filled gift amount on Optimized Donation Form
We are excited about the new optimized donation forms; however, we have some concerns. Currently, there’s no option for donors to select “other amount” or to disable the auto-fill feature that suggests a predetermined gift amount based on a propri...Reviewed: Voting Open
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Add individual's details into gift made on behalf of an organisation
If someone donates online on behalf of an organisation, two records are created - one for the individual and one for the organisation. The gift is added to the organisation’s record, and a relationship is created between the organisation and indiv...Reviewed: Voting Open
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Pledges in webview need to have data from the Installments/Payments tab
In db view, when accessing a pledge and clicking on the Installments/Payments tab, you can see a lot of detail including the dates and amounts of the payments that were applied to each installment. There is no way to see this in the webview. Gener...Reviewed: Voting Open
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Marketing/Email needs to have the capability to add emails from individual relationship records, especially (at least) the spouse
Currently Marketing/Email only emails the constituent's email. Since your data structure employs putting the spouse in as a non-constituent, there needs to be the same mechanism that exists in Online Express to also email the relationships of the ...Reviewed: Voting Open
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Allow to mark constituent deceased from same screen/drop down as birth date
In database view the information for birthdate and death date are all on Bio1 (for primary, Gen2 for non-constituent relationship) and can be edited at the same time. In web view they are in two different places. I can add birthdate by editing per... -
Notate if there are multiple Notes on an Action without having to click into the action
Most solicitors don't always click into the action to see if there were multiple interactions. If we had a plus sign or a number to show the number of notes in the action, they would know to click into it.Reviewed: Voting Open
