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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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Add Text Message as an option on the Action menu
It would be nice to add Text Message as option on the Action menu, along with Email, Phone, Meeting, etc.9 Reviewed: Voting Open
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Individual Display Name - Enable user-level control and selection from Addressee styles
Web View: Control Panel > Settings > Constituent Records > Individual Display Name The current setup offers limited options, which universally affect all users and constituents. Names hold significant importance—treating all donors unifo... -
Add ability to see who approved an invoice in Fenxt
It would be helpful if we could view who "Approved" an invoice in Fenxt because this is typically criteria our Auditors look for when reviewing our financials. Currently the "Approve" feature for invoices is useless to us because there is no way t...1 Reviewed: Voting Open
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eReceipt PDF Customzation
We print out some of our receipts for constituents who may not have an email, and instead mail cheques in to our office - the current format requires some very weird folds to fit into a proper envelope. Also, customization for PDF receipts is avai...0 Reviewed: Voting Open
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Add disbursement date as custom field in NXT
For reconciliation purposes across gifts of all payment methods, we add the date the gift hits the bank account as a custom field. This includes thousands of BBMS transactions annually. It would save a tremendous amount of time if the disbursement...0 Reviewed: Voting Open
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Add "Organization Name" Column to Unified View Events Export
The Event module export currently includes individual name fields but omits a dedicated column for organization names, despite this data being captured during registration. Including the "Organization Name" column ensures complete data representat... -
Only carry over non-existing constituent codes and custom fields when merging accounts.
Right now when two accounts are merged, custom fields or constituent codes that exist on both accounts are duplicated in the merge. RENXT should be able to tell when a field is a duplicate and not create a duplicate field.0 Reviewed: Voting Open
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Search/filter by nxt receipt # in the receipt series under receipting
Under Gift Receipting > Receipt Series > allow filtering or searching on Receipt #.1 Reviewed: Voting Open