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Add the ability to view certain criteria in donor's record when adding a gift in batch. In database view you can do that by going to Define Constituent Field under the Constituent tab.
No description provided2 Planned
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In Query, include hyperlink in export as is done with Lists
One of the best features of Lists is the inclusion of a hyperlink to the record with an export. A similar feature in Query would help drive users of exported data back into the database to record information.0 Reviewed: Voting Open
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Add the same action to all constituents in a list. (Global add actions from lists)
From a constituent list it would be useful to be able select all or some constituents from the list and then add an action which will be saved on everyone's record rather than manually adding individual actions when its the same action. Like a glo...2 Reviewed: Voting Open
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Add Fund Type to NXT Analyze (all Analyze views)
We are implementing RE. Since we participate in the VSE report, we will use Fund Category for the VSE/CFAE codes. We also base reporting on our units (colleges/departments) and need to be able to analyze all giving from this perspective - using th...10 Planned
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Need Statistical Reports in NXT
I run the statistical report monthly in DBV and would really like to have it move over to NXT so that it can be scheduled.0 Reviewed: Voting Open
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Add and Edit Gift Notes
It would be nice if program staff could add notes to gifts in webview. Related to that, add more permission levels so that those staff are able to edit gift notes but none of the gift information. This would add more detail and context for othe...7 Planned
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New Query Field of 'Gift - Payment Configuration'
The 'payment configuration' field in a gift record is a new one and unique to NXT. With this in mind, it makes sense that this is not a criteria field available in the Query tool in database view. However, this should now be made available as a cr...0
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Events - Online registration form add gift custom fields and constituent custom fields to registration form
Sometimes we need to collect information that is directly related to the overall transaction or the payor and should not be tied to the participant record. To support this, it would be helpful to have a Gift Custom Field that links specifically to...0
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Email Notifications for new recurring gifts should include the type of payment
It is very helpful for processing the gifts properly to know from the email notification what kind of transaction was used such as Direct Debit or Credit Card. This information is available on one time gifts made but not recurring gifts.0
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Allow GL distributions to be visible on more reports
Too often, I have clients that want to be able to see GL distribution information on reports for Finance and they want fields that either aren't on the GL Post report or the Cash Receipts Journal. Using Query/Export for reports is definitely less ...0 Reviewed: Voting Open