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NXT-Search or Scroll for More Institutions
I saw the update today about being able to edit or add an Education record in web view Education. I tried doing this, but I was only able to see institutions A-N. My school starts with an O. I'm unable to add an education record from my own school...0
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Data Health - merging option - Automatically Soft credit all gifts
It would be nice to add an option check-uncheck in the section "Select Data to Merge" to be able to Automatically soft crediting all gifts for the source constituent to the target constituent.0
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We would like the option to upload voice memos into RE.
Will there ever be a link for voice to text option? It would be a great option to upload voice memos to the Note tab or to the Notes section of an Action. We would also like to have a way for our Handicapable volunteers to add info into the system...0
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Automate parts of the write-off process by triggering or tagging write-offs after a set period, based on predefined criteria.
Could we explore opportunities to automate certain aspects of the write-off process? For example, can write-offs be triggered automatically after a specified period of time has passed, based on predefined criteria? Perhaps this could be done by us...0
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Allowing for Inactive Appeals, Campaigns, Funds, Packages codes in Query
I can't be the only one who pulls old data using query and that requires using inactive appeals and packages. Currently I tried using Query in NXT to do this but it wouldn't allow me to search for inactive appeals. The functionality of allowing fo...0
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Ability to batch and then print one time checks
Printing checks one at a time is just too time consuming0
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Cross Area Roles
It would be useful if the roles worked in the same way as for database view - having a single role that captures all the permissions that a given type of user needs.0
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Mandatory fields in NXT
It would be very useful to be able to configure the campaign, appeal, package and fund fields of a new gift as mandatory. Or to be able to transfer the mandatory status of several fields in database view to NXT.0
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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.2
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Gift Batch Validation Report NEEDED for Batches Approved in NXT
This is not an idea, this a basic requirement for day-to-day operations that needs to added to NXT functionality immediately. There needs to be a way to view and print a Gift Batch Validation Report (or some new version of that) for gifts that hav...8 Reviewed: Voting Open