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7
Vote
Export: Show soft credit to both like in Query
In a gift query > options, I can choose gift processing to donor, recipient, or both. Please let me also choose both in Export!
Created 28 Aug 18:28 by Julie Titus
Export
10
Vote
Online Donation Email Acknowledgment Template for multiple Forms
It would be really excellent if I had a bank of acknowledgment email templates and could modify one specific letter active on multiple forms. Just like you have the Optimized cards can be active in multiple forms, I want to be be able to update on...
Created 22 May 17:35 by Sky Taylor
Online Giving
Reviewed: Voting Open
36
Vote
Add the same action to all constituents in a list. (Global add actions from lists)
From a constituent list it would be useful to be able select all or some constituents from the list and then add an action which will be saved on everyone's record rather than manually adding individual actions when its the same action. Like a glo...
Created 24 Jan 14:52 by Guest
Actions
Reviewed: Voting Open
3
Vote
Monthly giving statements to residents/individuals who gave last month
I would like to be able to create a workflow that would automatically send last month's giving statement to each donor (individually) who gave in the last month
Created 05 Jan 16:45 by Guest
Gift Communications
Reviewed: Voting Open
72
Vote
Create a list/query from Address Finder results
Please add the ability to create a constituent list and/or query from address finder results. Currently you can only view an abbreviated list and export it to excel. This will help identify which constituents need clean-up (we check results for VI...
Created 29 Oct 19:04 by Sunshine Reinken Watson
Query
Reviewed: Voting Open
8
Vote
In Query, allow saving and reusing sets of output fields
Many of my organization's queries use the same set of output fields, which needs to be rebuilt for every new query. Please allow users to save favorite output field sets and apply them to new queries.
Created 24 Jul 19:44 by John DeMarce
Reporting and Analysis
Reviewed: Voting Open
11
Vote
Automate Linking gifts to Planned Gift
Linking gifts one by one to a Planned Gift to realize revenue is very time-consuming. Can we please have this process automated, or some type of global option when there are multiple gifts for the Planned Gift.
Created 16 Apr 21:09 by Guest
Gifts
Reviewed: Voting Open
14
Vote
Add a Bill me Later option to RENXT Event Registration forms.
Add a pay by check or bill me later option to the event registration forms in RENXT. It exists in Online Express so I don't understand why it wasn't pulled over into the RENXT forms. Many of our donors like to pay with a check to avoid credit card...
Created 07 Jan 17:22 by Guest
Online Registration
Reviewed: Voting Open
26
Vote
Option to download an email from NXT Marketing as pdf
Please add an option to download an email from NXT Marketing as a pdf. This would allow us to save an archive of email newsletters.
Created 08 Dec 17:56 by Guest
Email
Reviewed: Voting Open
39
Vote
RE NXT Receipt Series and RE7 Receipt Stack
BB recently released Receipt Series in the web views to help canadian charites manage their unique receipting requirements, but the Receipt Series values don't get saved down to the Receipt Stack (or any other location that I can see) in the RE7 d...
Created 05 Oct 20:08 by JP Provencal
Gifts
Reviewed: Voting Open
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