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Gift batch template for recurring payroll gifts
We have several batch template meant for recurring payroll gifts that we used 2x each month. It has all the gift amount, funds which are fix for the employee donors. Can we move that template in webview gift batch entry setting moving forward so t...0 Reviewed: Voting Open
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NXT Batch Template for Database View
We use batch templates in RE Database View, however our Web View Batches download to a different layout. We would prefer these to download to match our templates. We should have a way to customize how they will appear in Database View once they ar...1 Planned
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Email builder needs to be able to handle Addressees and Salutations as they were designed for in the database view
Email builder needs to be able to handle addressee/salutations more like how they are handled in the database view. Like in exports - you can format based on the individual, configuration, or the individual name - use this otherwise use this . . ....8 Reviewed: Voting Open
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Add constituent record in NXT without address
Add constituent record in NXT without address0
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Preferred name/fist name on an email
If the "Preferred Name" merge field is used, and the constituent record does not have a "Preferred Name" listed, then this will be replaced by a blank. that is awkward for the email to then say "Dear ," but there are some first names that should h...0
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PDF receipt for online donation
I have donors who are elderly and are not tech savvy. They have set up a monthly donation online and thus receipts are emailed. Well they get upset when they are emailed to them and not printed. I can't issue a PDF receipt to them because it was s...0
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View GL Distributions in RE NXT (i.e. Web View)
You currently cannot view GL Distributions in RE NXT and I've been told by support that there is no plan at the moment to include it and to submit it as an idea. In RE you can view GL Distributions on a specific fund as well as at the gift level b...27 Planned
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Add End Date to Consent
Please add 'End Date' as a data point for each Consent. This will allow us to mark a constituent as no contact for a specific time period without needing to go back and remove the 'NO' consent.0
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Make Query Results Column Width Save/Sticky
It would be helpful if the column width saved in a query. I often resize these so I can view everything I want to see at one time, but every time the query is run the column width resets and all columns are the same size.0 Reviewed: Voting Open
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Provide CONSTITUENT BATCH functionality as in database view.
Constituent batch functionality, as in database view, is a time-saver and assists in adhering to our data entry standards. A necessity in NXT, as creating a record one at a time is inefficient.2 Reviewed: Voting Open