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Gift adjustment is needed function in NXT
Complete gift adjustment function that exists in db view needs to be available in web view. Need to be able to make adjustments and view adjusted amount, fund, reason and notes.Planned
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Apply query to constituent search in webview
Currently in database view, when we search for a constituent we can "search using query" - this is really useful for us particularly when it comes to people with fancy titles like Lord or Commander where we might only know that person's surname as...Reviewed: Voting Open
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Allow batch column headings to automate entry as gifts are added
It would be great if in NXT batching, we could add the date/fund/gift type/comment etc into the top field and it automatically populates this same info as you add more lines. Example, in DB view I can add the date//subtype/comment in the coloured ...Planned
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Solicitor Performance Analysis Standard Report in NXT
Bring the Solicitor Performance Analysis Report that is currently in the database view over to Standard Reports in NXT. This may be similar to Idea RENXT-I-1890, but it is not tagged Standard Reports.Reviewed: Voting Open
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Show gift tribute information in giving history tile/work with gifts
Tribute information is one of the fields I need visible when I quickly glance at a constituent's giving history. Not being able to do this in Webview is frustrating - I need to click each gift to see if it's in honor or memory of anyone!Reviewed: Voting Open
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Default Username to be populated within the 'Assign to' field of an Action
When any user creates an action, it would be helpful for their name to be prepopulated in the 'Assign to' field of the action. Defaulting to the user who creates the action greatly reduces the opportunity for the field to be blank and their name l... -
Ability to Globally Delete/Change Consent
We need the ability to globally delete consent records. Currently, if a bulk import incorrectly maps consent, we are stuck with those records forever unless we manually delete them one by one. This is not optimal if we have it entered for over 30k...Reviewed: Voting Open
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date filters
Allow all date filters in everything to be able to # of days. This way we can have a list or query where we say for instance the last 45 days and then that becomes a dynamic filter, rather than forcing us to continually manually update the query/l... -
Attribute constituents reviewed and added through Online Data Review to the specific user
When constituents are added through online giving forms, the constituent record properties currently show that they were added by "NXT System User." If a constituent is created through an online gift but is processed through Online Data Review by ...Reviewed: Voting Open
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Confirmation before final Batch Approval
Add a confirmation pop-up notification as one more step before Batch Approval goes into effect, similar to the pop-up that appears when deleting batches:Reviewed: Voting Open
