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Separating Lapsed and Dropped in the Membership Standing
The current default setting for membership standing in database view is Primary, Active, and Lapsed/Dropped. We need to be able to separate the lapsed from the dropped but there is no way to do that in either database or NXT. Please allow us the o...Already exists
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Add Cash Receipts Journal to webview standard reports
This standard report is one that my company prefers for daily deposits. I would like to keep using it instead of switching to a different one. It is currently not an option in RE NXT webview reports.Reviewed: Voting Open
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Allow GL distributions to be visible on more reports
Too often, I have clients that want to be able to see GL distribution information on reports for Finance and they want fields that either aren't on the GL Post report or the Cash Receipts Journal. Using Query/Export for reports is definitely less ...Reviewed: Voting Open
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Preview auomatically recurring gifts schedule similar to database
Have the ability to "preview" the upcoming transactions for an automated recurring gift. It's helpful to see the upcoming transaction dates and not just "the 1st of every month"Reviewed: Voting Open
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Add gift attributes as a way to filter data in Report Builder
Add gift attributes to Report Builder as an option as a way to query data and sort gifts by custom fields unique to your organization.Reviewed: Voting Open
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Add "Pledge Balance" as a column that can be added to Lists in NXT
It would be very helpful to be able to add a constituents pledge balance to a list in NXT.Already exists
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NXT - display business rules
Ability to view / display the business rules like you can in RE7 when opening a record. For example showing a warning sign if the constituent is on the advisory board when you first open a record.Planned
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The Appeal Record pages need to update in real time.
Right now the tracker on my home page has an accurate number of gifts, but the appeal page with all the stats is way behind. I'm hoping that everything in NXT updates in real time once the conversion from RE is complete.Reviewed: Voting Open
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Delete option for pledges made using Online Giving forms & fix write-off issue.
I made a test pledge using the Online Giving form using my own credit card so I could see what it looks like on the Donor Portal side (i.e. if the card/bank can be changed for payments). I forgot to mark the pledge as Do Not Post, so I had to writ...Reviewed: Voting Open
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Prospect Insights - Add rating
It would be very helpful to see our internal rating as well when viewing constituents in Prospect Insights.Reviewed: Voting Open