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Filter by "This Fiscal Year" in Analyze
It would be really handy if "this fiscal year" was a date range option within Analyze, so that you didn't have to update the date range each time you accessed saved views.5 Reviewed: Voting Open
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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
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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
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Add ability to join constituents in a "Household" WITHOUT checking "Spouse" box
Many folks who are part of a household for the purposes of our record-keeping and communications are not spouses. Please allow users to mark constituents as part of / "Head of household" in other relationship records.0
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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
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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
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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
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Adding Salutations/Addresses to Organization Records
Adding the ability to include specific salutations and addresses to organization records, such as Donor Advised Funds, would reduce errors when processing donations. Currently, organizations with similar names can easily cause confusion or mix-ups...0
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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
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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