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Add email action to records when sending emails via marketing email or singularly.
It is so time consuming to send and email and then separately add and action. There needs to be a way to do this all at once.29 Reviewed: Voting Open
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Accurate Giving Statements
The ability to produce an accurate giving statement, based upon a customizable query. The current Giving Statements do not include all gift types, and cannot be customized, rendering it unusable.0
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Allow the export of performance data for all donation forms
When viewing all donation forms, it would be great to be able to export all of your forms with their accompanying performance data (Form Name, Raised, Transactions, Visits). We have well over 100 forms and track their performance on a regular basi...0 Reviewed: Voting Open
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Include Constituent ID as field in Query Export
Constituent ID is included in the query results display, but not included in the Export. Constituent ID is an important field to include so that updates can be re-imported to the appropriate records.2 Already exists
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Provide CONSTITUENT BATCH functionality as in database view.
Constituent batch functionality, as in database view, is a time-saver and assists in adhering to our data entry standards. A necessity in NXT, as creating a record one at a time is inefficient.2 Reviewed: Voting Open
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Have the alert banner on constituent records in webview visible in the Giving History/Work with Gifts Area
In database view the annotations (alerts in webview) pop up every time you open a new item from a constituent record. This includes when you open a gift or add a new gift. In webview it's much easier to miss these alerts, especially if you've alre...1
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Constituents other than account users need to be able to be marked as fundraisers in NXT.
In database view, we code board members and volunteers who are actively soliciting on our behalf as Solicitors. I have discovered that on the NXT web view that only actual RE NXT users (the staff who are working in our system) can be designated as...11 Reviewed: Voting Open
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Print Phone Numbers in NXT Standard Reports
I was incredibly disheartened to learn that NXT reports can contain addresses, but not phone numbers. The number of times I am asked for LY/SYBUNTS WITH phone numbers and/or emails is incredibly high (especially at year end and fiscal year end), a...1 Reviewed: Voting Open
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Duplicate Detection not catching 5 vs 9 number Zip Codes
Why can't duplicate matching match the address whether it's a 5 or 9 number Zip Code? Causes duplicate accounts and duplicate addresses0
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Ability to see e-receipts so we can see what donors see.
While we can currently resend e-receipts to donors which is helpful, we can't see what the receipt looks like. It would be helpful on our end if we knew what we were sending them.2 Reviewed: Voting Open