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Add gifts to NXT Batch line by line as we do in Database view
I am very concerned about the way gifts need to be entered into a batch in NXT. We can't default columns, so things like appeals and/or Funds show automatically. It would be must easier if we could add gifts to a batch line by line as we do in dat...11 Planned
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Unlink Recurring-Gift Pay-Cash from Recurring Gifts or allow change of gift type after linked
When linking a gift/transaction to a recurring gift, the actual gifts become recurring gift-pay cash as intended, but it doesn't allow you to unlink the gift afterwards if needed. We'd have to adjust the gift and recreate it to remove the greyed o...0
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Mass Acknowledgement without AI
We need the ability to send large numbers of acknowledgements quickly and efficiently without AI. Needing to go through AI one by one is extremely cumbersome and time consuming. The old ability to send one letter to a large group of people is sore...0
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Ability to create a Control Report in NXT Query (webview)
Databse view query allows us to view or print a control report which shows the criteria. We need this in webview as well. This control report serves as the control to show what the criteria was at a point in time. This allows us all to CYA when th...16 Planned
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Consent Changes
At the moment consent is automatically updated and solicit codes added when someone opts out of emails, however, the consent statement is not updated if they request to be opted in again. We send them the link to opt in but there is no way of auto...0
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be able to see on a gift record who added it and who last changed the record
we can see this in database view in the gift properties and it drives some user accountability3 Planned
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The comments field of a gift record needs to be editable in NXT
Perhaps this is already in the works, but it would be helpful to add and edit comments that are part of a gift record. Currently, we have to open database view to do this, which is annoying.12 Planned
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All the functionality of Database view should be available in NXT webview
Given that we have been told that the intention is to "switch off" Database View at the end of 2024, this is obviously what is needed.64 Reviewed: Voting Open
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NXT webview missing important phone fields
There are several posts about adding 'Comments' fields to emails in NXT, but this needs to go even further. ALL phone fields (phones & emails) need to be brought over to NXT, including 'Date last changed'. We rely on both the Comments and Date...11 Reviewed: Voting Open
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Keep EXPORT separate from QUERY
Please do NOT include the Export as part of the Query output. Most DBAs have created hundreds of Queries, yet typically only a handful of Exports. Exports are often quite complex and are most are designed to work with multiple queries with minimal...1