-
Ability to open attachments from main constituent page without automatically downloading
We prefer the attachments to open in a new window from the main constituent page rather than auto downloading or having to go through the extra step of going into the attachment as it saves space and time for us.1
-
Ability to export a custom dashboard to PDF
Need the ability to export a custom dashboard from report builder to PDF, instead of just Excel. We want the ability to share these dashboards with people who do not have access to RE NXT.30 Reviewed: Voting Open
-
Allow gifts entered in Web View to be edited and/or deleted
According to KB article 194880 . . . This is expected behavior. Gifts entered through Web View cannot be deleted in Web View or Database View and the gifts cannot be edited (with the exception of adjusting the gift) in Database View. The recommend...10
-
Detail which form, donation or event registration in the Gift Batch
We have many donation forms and events for registration happening at the same time. There is no way within the Gift Management area to determine which form or event the transaction was entered on. This is very frustrating and makes it extremely di...6 Reviewed: Voting Open
-
A marketing preference page for constituents to opt-in and out of specific marketing through NXT email
It would be extremely useful for constituents to see a preferences page for marketing - so they can choose what newsletters, etc they would like to receive. Currently, if they click 'unsubscribe' they mass unsubscribe from all marketing from the u...9
-
Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 Reviewed: Voting Open
-
Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
-
Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
-
Being able to delete gifts added through NXT
I have noticed when adding gifts through an NXT batch if there is a mistake we can no longer delete the gift but have to 0 down. This needs to be made an option as we have some people with the same names5
-
RE NXT Online Donation Form: Options for Types of Phone Numbers
On the backend it just says phone number. How do we tell if it is a donor's cell phone number, home phone number or work/business phone number? There should be a dropdown for donors to choose what type of phone number they are entering in the form.0 Reviewed: Voting Open