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Allow bulk changes to Opportunities (Proposals)
We need the ability to make bulk changes to opportunities using Global Change. In database view the global change feature for Proposals (Opportunities in Webview) only allows changes to ALL opportunities. We need to be able to change a selected nu...Reviewed: Voting Open
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Report on Pledge Installments not Pledge Total
I'm excited to see that the Analyze reporting will soon include all committed revenue (both pledged and in hand). However, our organization (and I'm guessing other organizations?) need a report that looks at committed revenues by fiscal year (not ...Planned
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Ability to send to multiple e-mail address types INCLUDING spouses in RE NXT.
We recently discovered the ability to send e-mails to constituents PLUS relationships attached to the record (including spouses!) in Online Express. But it turns out there's still no way to send an e-mail to both constituents and spouses in RE NXT...Reviewed: Voting Open
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Link existing gifts to opportunities via import
Right now, you can link new gifts to existing opportunities via import, but there is not a way to link existing gifts to opportunities in bulk. If you want to use the opportunity module more effectively, you can't update older data easily - you ca... -
Constituent Forms - Record Email Communications
NXT should record the auto-generated email constituents receive after submitting a constituent form to the communications tile, so anyone in the record can see the last communication they received. If you want to really get fancy, we need the opti... -
User Options Default Tab for Constituents and Gifts
In database view, it is extremly helpful to be able to change the User Option Default Tab. When NXT switches over to the tab view, this will be helpful there as well. This makes it easier for users to hone in on a specific piece on records. -
Allow us to save payment methods on a constituent record in web view
In database view, we can save credit cards in the in the Bio 2/Org 2 tab and bank accounts as a relationship. Allow us to do the same in web view, so that this information can them be used whenever a payment method is required (gift record, batch ... -
Introduce screen optimisation for online giving forms to display well on mobile or desktop
Currently, the online giving forms are not optimised for both desktop or mobile screen display. This leads to a nice looking mobile display, but a badly designed desktop display.Reviewed: Voting Open
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Fund Code ID & Description Global Update
The Fund Code ID & Description Global Update would be useful because it would streamline the process of managing and updating fund codes across the system. Currently, the absence of this feature means that updates have to be made manually for ...Reviewed: Voting Open
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Last run date on queries should update when the query is run without saving it
Currently in webview, the last run date of a query doesn't not update when you run the query unless you save the query after you run it. This is different to the behaviour of database view and means that this is not longer a "last run" date but mo...Reviewed: Voting Open
