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All payment methods need to be available for all gift types
It appears that only Credit Card and Direct Debit are available for recurring gifts. We will need "Other" (they're payroll deductions) added, but arguably all payment methods should be available for all gift types. Appreciate the considerationReviewed: Voting Open
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Please add a column for Constituent ID in grid batch entry
Being able to quickly link a constituent in a grid batch row by simply entering their Constituent ID (no search, just a plain text field) is important to us. On leaving the field (click or tab out of it), the constituent would then be linked by ID...Planned
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Allow Constituent Summary Notes (RE NXT Summary) as Query/List Output and Export Fields in Web View
Allow Constituent Summary Notes (RE NXT Summary) as Query/List Output and Export Fields in Web View Organizations use the Constituent Summary Note to provide fundraisers with a concise briefing before visits and calls. This field should be availab... -
Add additional addressee salutation fields when adding a new constituent Webview
When creating a new record in WebView, we only have access to add a Primary Addressee and a Primary Salutation. Our organization has 3 additional name formats. Requiring users to open the constituent record after saving the new record is time cons... -
Have a report that will output year on year giving for a group of constituents
No description providedReviewed: Voting Open
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Display/make searchable all query results
Curently, there is a limit to the number of results returned in a query. This is useless if you are using a query to validate data from another source (which I do regularly). I should not be forced to download and work in excel to review the full ...Reviewed: Voting Open
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Ability to Organize Queries in NXT
Seeing query categories in a certain order is helpful. I would like the ability to organize them, like we can in DBV. see attached -
Build dashboards in dashboard builder with ability to select Fund IDs as filter
Lots of discrepancy using fund type or description when trying to show revenue. Fund ID is what a lot of us uses in old database view. I know we can build a report using Fund ID but being able to show the revenue streams in bars/charts/graphs in R...Reviewed: Voting Open
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Make NXT more compact
I want to be able to see all (or at least more) of the actions, relationships, custom fields, and gifts on a constituent's record without having to click through pages. That is, it is much better for user-friendliness and data-cleanliness to see a...Reviewed: Voting Open
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Make all Database Fields Accessible To Queries, Exports, Gift Lists, and Dashboards (Including Insights)
I am encountering problems when creating Dashboards, Gift Lists, and Queries because there fields(s) that I need to filter on / display is not accessible to me (i.e. <Date Added> Gift Field). I have recently started utilizing RENXT Web View ...Reviewed: Voting Open
