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Add Constituent ID to the Relationship fields in query and export.
Please!0
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Gift List include Planned Gift fields in available Columns
When creating a Gift List of Planned Gifts, it would be helpful to show Planned Gift fields in Columns. Specifically these fields: "Vehicle", "Remainder" "Expected maturity year" "Gift status" "Net present value" "Revocable" "Gift has been realized".1
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Promoted non-constituent relationships' Added Date and User should be date they became a constituent
In the db and web views when a non-constituent relationship is promoted to a constituent, the Constituent Properties for Date Added and Added By remain the same as the original non-constituent relationship. This isn't accurate or helpful. These ar...0
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Enable sent emails to be viewed without copying
There is currently no way to view the content of sent emails without copying and creating a new draft.0
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Global Add Assigned Appeals via NXT Emails
Please make it possible to globally add assigned appeals from the NXT email portal.0
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Ability to create new email receipt template from existing one
It would save an hour if I could either copy an existing e-receipt template or use Save As to create a new email receipt template. Please add this functionality!2
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Make it clearer that not all transactions in RE are 100% gifts
We need to be able to see the Receipt Amount, and the Benefits information in NXT. We process many things that are only partially or not at all tax-deductible. Especially since Gift Type appears as "Donation" this is very confusing to the MGO look...0 Reviewed: Voting Open
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Add contact's name for generic email address in NXT
In RE we can add a comment alongside the email address, which we use to note the contact person's name for a generic business email address - we can't do this in NXT. This is extremely helpful when needing to contact a business so we know who to a...1
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Hidden fields for Package, Letter code, Custom fields
This would be very helpful for internal gift processing, as we want this data captured, but don't want it publicly displayed on the webpage to avoid confusing donors1 Reviewed: Voting Open
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For Actions, Add Social Media as a Category
Add Social Media to the categories of Meeting, Email, Phone, etc. Social media is clearly a significant way for gift officers to interact with donors.1