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Add workflow emails to a constituents record
It would be useful to see the email sent on a constituents record from workflows. We work as a team so someone may set up a workflow and a colleague may need to complete some parts of it. A constituent will also hopefully respond to the email whic... -
Membership Auto Renew option to the NXT Membership Online Form
The option of having an Auto Renew feature on the Membership NXT Online form would be very beneficial. This would allow for a more streamlined and automated way for memberships to be renewed and likely lead to better renewal rates, as you would el... -
We should be able to copy and save as template - rather than building from scratch every time in NXT similar to how it is in webview
The title is the idea :) -
Events > Participants > Fees/Payments: Specify what is being paid off
If I've already added a Fee for a participant, and then later I go to add a payment, it would be helpful in the Payment pop-up to see what Fees need a Payment. Currently, you cannot see the participant's balance or specific fee in the Payment pop-... -
Package Attributes/Custom fields
I did have an open idea before about this that was marked as shipped but I suspect the shipped part is only about appeal and campaign attributes/custom fields because while I put package in the title, I didn't actually put it in the main text and ... -
Campaign opt out mechanic
Currently no way of allowing users to opt out of a specific campaign (i.e. legacies, regular giving), meaning we can only provide the global opt out mechanic. We're at risk of losing large volumes of contactable customers through not being tailore... -
Expand Filtering and record fields in Insight Designer
I would like to see more flexibility filtering, including options like contains, does not contain, starts with etc. More generally, Insight Design feels limited by the number of record fields available for reporting. Having access to more of the f...Reviewed: Voting Open
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Creating New Fund Code in NXT/Web View - Missing Required Tabs
When creating a new fund code in Database View, several tabs capture information required for accounting and tracking: General, Solicitors, Campaigns, Appeals, Relationships, GL Distributions, and Attributes. Of these, our team relies on four ever... -
Manual Refresh for Lists in Webview
Lists don't update in time for important meetings etc. Must add manual refresh button. -
Send Tax Receipt to Same Email as on Online Donation Form
In online giving, the acknowledgement emails go to the email address the donor indicated on the form, but the tax receipts go to the email address marked "primary" in the constituent record. This is confusing and inconsistent! Everything should go...Planned
