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Access to Tax Receipts in the NXT Portal
There must be a way to attach donor tax receipts into the portal (to allow convenient, easy access to donors). We receive this complaint from donors and this would be a huge win for charities and donors alike.Reviewed: Voting Open
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ADD Gift-Credit card TYPE
For reconciliations, compliance and reporting purposes we need the credit card type to show up in NXT webview. We are unable to use plug-ins like OmaticCloudReviewed: Voting Open
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allow additional merge fields in webview pdf receipt templates
We need to be able to add GIK details and stock gift details to tax receipts but there are no merge fields available to add this information to webview templates. Per CRA guidelines you have to provide that information on tax receipts.Reviewed: Voting Open
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'Add Constituent' - add county field to address
Add 'county' field when adding address for new constituent.Planned
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Have a seperate security access between prospect and opportunity.
Some user's may need to be able to update information on opportunities but not on prospect info such as classification, statuses and financial info. Manager or team member may be responsible to assign prospects to fundraisers and manage the classi...Reviewed: Voting Open
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View full volunteer history in NXT
Gift officers would like to be able to see the full history of a volunteer's job assignments, not just the first and latest assignments, in NXT without having to switch over to the database view.Reviewed: Voting Open
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Make a matching gift possible WITHOUT a matching-gift pledge
Most of the matching gifts we receive arrive at the same time as the gift matched. If we could choose whether to add a pledge or not, this would save us hours & hours and make our data much cleaner.Reviewed: Voting Open
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Add ecards to RENXT forms for tributes
We like to give our constituents the option to send an ecard. We have to use Luminate to do so but if we could do so through our RENXT forms we could eliminate Luminate and have all of our gifts approved and entered automatically into RE.Reviewed: Voting Open
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Opt out of creating a new constituent on entry
When a donor adds an Org name &/or Tribute name to their gift, Raiser's Edge REQUIRES us to create a record for the tribute &/or Org before importing the gift. More often than not, this is not neccesary. Either the donor adds themselves as...Reviewed: Voting Open
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Easily Identify Individual Constituents vs. Org constituent in NXT
As far as I can tell, there isn't any sort of label or title that distinguishes Individual constituents from Org constituents in NXT.