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Add list filter for gifts with pledge balance
We'd like to be able to see a list of all pledges that are unpaid - whether they are overdue or now. Right now it only allows us to see a list of overdue pledges.8 Reviewed: Voting Open
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add benefits to NXT gift batch
Adding benefits and adjusting receipt would be helpful to mainstreen processes.2 Reviewed: Voting Open
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add a first document to PaperSave from NXT
I have only been able to add documents to PaperSave in NXT if there is already a document in PaperSave on the record at hand. Otherwise, I have to go to database view to be able to add a first PaperSave document to a record. When I try to add a fi...0
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Add ability to schedule/email option for custom dashboards
We have a weekly gift detail report that is sent out. I've built a custom dashboard using a table insight to display the weekly gift information. However, the only option I have is to export it to Excel or csv format. I would like to have the same...10 Reviewed: Voting Open
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Make dates in webview query exports recognizable by Excel
Dates in the webview query exports are in mm/dd/yyyy which is not recognized by excel as a date when trying to use it as data for a pivot table. Exports from the database view queries and from the database dashboards are in yyyy-mm-dd which is rec...0 Reviewed: Voting Open
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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...0 Reviewed: Voting Open
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Fund notes in web view
The Fund management areas needs the ability to add and edit the notes that are in database view0 Reviewed: Voting Open
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Workflow emails that can be updated whilst active
If you have an active workflow but something small changes (e.g. a link/senior management change their opinion on wording) there is not currently a way to edit it, it would be REALLY useful if there was!5 Reviewed: Voting Open
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Change date format in webview donation forms to UK format for UK users
It would be useful for UK users to be able to have the UK date format on the webview donation forms, ie. DD/MM/YYY.2 Already exists
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NXT Email - Add Custom Merge Fields
Add custom merge fields that can be linked to an attribute. We are attempting to send out a survey and need to have different links inside of each email to accurately capture responses, this is not possible without a custom merge field.4 Reviewed: Voting Open