-
Include a link to a PDF copy of a gift receipt with Gift receipting in web view
1A - A copy of the email needs to be sent to user's email when pushing receipt emails to donors so we can save on our files and onto the donation file. 1B - Draft emails - You should also be able to send a draft of the receipt to yourself first, t...
3
Reviewed: Voting Open
-
Add the ability to specify the location when adding an event in webview
Location is an important aspect of an event. Today location is viewable on the webview event record if it has been entered in database view. We want our event staff to be able to enter in the event location name and address when adding an event in...
14
Reviewed: Voting Open
-
New batches in NXT also show up in database view.
We have activated our NXT giving website and daily gifts show up in a batch in webview, however the batch is not available to see in database view until AFTER the batch has been approved. This limits our abilty to link new gifts to membership. I w...1 Will not implement
-
Standard Report - Gift Detail and Summary Inconsistent between .pdf and .csv and displays out of order
The CSV file for the Gift Detail and Summary Report only includes the first line of the address when the "What to Print: Address" option is selected. The .pdf of the same report includes the entire address. We need the entire address, not just the...0 Reviewed: Voting Open
-
Enable Comment box in NXT event registration forms.
Currently, I was told that comment boxes for event registrations is not an option. It should be so people can clarify their registration i.e. for golf pairings or seating options.1 Reviewed: Voting Open
-
Need more flexibility in Canadian E-Receipt for RENXT.
The e-receipt function for Canadian clients is a welcome addition to NXT, but there's a lot that needs to be tweaked to make it truly effective. We cannot edit any of the formatting or fields included on the PDF receipt. This poses issues all over...2 Reviewed: Voting Open
-
Abililty to change field names (Display As)
This feature is available in RE and it helps eliminate confusion by allowing organizations to customize fields based on their unique terminology.17 Reviewed: Voting Open
-
Improvements to Online donation forms for easier gift processing
Once a donation is received there is a lot of manual administration to be done. Change the donation record to an Organization if it was an organization that donated, this should be done by the system. Designate the gift code (again for Individ...0 Reviewed: Voting Open
-
Donor Form - Functionality for a signature box, checkbox, dropdown menu, etc.
With the functionality of Pledge being an option on donor forms, I want to pose the idea for a signature field on the pledge form to record a donor's signature for record-keeping purposes. This is especially needed if a donor were to present a maj...1 Reviewed: Voting Open
-
Make All Email/Phone/Address Fields Available in NXT: Region, Info Source, No Valid Address, Audit info
We live in a major metro area and large state (CA) so it's important to know whether someone is in a particular part of the metro area for event or meeting invitations. Info source/basic audit information: We should be able to see who added what, ...3 Reviewed: Voting Open