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Action notifications for users not assigned to the action
Sometimes you need to notify other User/Solicitors that an action has taken place. I get that you could add to calendar and send then the email but it takes to many steps. Thus should be as quick and easy as it is in RE7 Database view. This is a f...Reviewed: Voting Open
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Create a customizable workflow tab on constituent records so tiles can be grouped by process, not just theme.
With the upcoming enhancement to WebView constituent tiles into themed tabs, one of my workflows will require constant movement between several areas of a constituent record. I rely on having these sections accessible without extensive navigation ... -
Customize a default installment schedule for new pledges entered in batch in NXT
Our organization has standard due dates for all pledges—if the pledge will be a single payment, it should be paid by December 31st following the end of the fiscal year that the pledge was made. For quality control, it is important that we are able... -
Please add the Gift reference field as soon as possible. I used this field when reconciling credit cards. It helps me tremendously to streamline this process.
I used this field when reconciling credit cards. It helps me tremendously to streamline this process.Already exists
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Automatic notification when recurring gift is processed
I'm a recurring donor to multiple orgs and always receive an email thank you/notification when my monthly gifts are processed. But my org uses Raiser's Edge, and they don't have a way to generate these notifications. So if there is an issue with t...Reviewed: Voting Open
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Make the text edit box larger in the Thank You Email Designer of NXT Donation Forms
When in the the thank you email designer of NXT online giving donation forms, in the edit text screen (the one that says it's powered by Tiny)- only a few lines can be edited before needing to scroll. Please make this text edit screen larger.Reviewed: Voting Open
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Include revenue and expense totals, payment balance on event landing page, not just in Overview
It would be great if the running revenue and expense totals, net, and payments balance, were included on an event's landing page (in the event module), just like the goal, location, capacity etc. Right now I can only see this information on the ov... -
Search Constituent ID Before Alias
When searching for a constituent by ID, NXT first looks at the alias field and then at the constituent ID field, which means often the constituent you want does not come up and you have to search by their name. It should be looking at the constitu...Reviewed: Voting Open
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Update gift constituency code when approving NXT donations
Gift constituency code is reported on frequently, which defaults to the primary constituency code on record. When approving NXT donations from Online forms there is no opportunity to review/edit the gift constituency code that will be assigned to ...Reviewed: Voting Open
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Giving History Tile - Add Appeal and/or Campaign Column, not just fund
Who said that the fund was the most important coding of a gift? For my org, fund tells the designation of their gift, but the appeal tells us why they gave, which is more important to our fundraisers. Was it a personal solicitation, direct mail, g...Reviewed: Voting Open
