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Keep More Years of History for Benchmarking Dashboard
Please keep more years available in the build-tin dashboard for Benchmarking (at least 10 years). I understand that the last five years is generally the most helpful and relevant, but going back farther can still be extremely valuable for trends a...Reviewed: Voting Open
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Add credit card information and Transaction ID from BBMS to NXT Batch gifts for credit card/direct debit transactions into NXT batch from Payment Services
In RE I need to see sometype of reference point batch to the credit card/direct debit that was processed in BBMS. Currently the only thing that pulls into NXT batch is the amount and that it was a Credit Card or Direct Debit charge. For reconcilia...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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Allow custom fields to be added as columns in NXT lists
we build dashboards using oportunity lists. custom fields are key to identifying the clarifying the opportunity based on our own set of parameters.Reviewed: Voting Open
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Fund summary and details with filters
apologies if this subject is the same as any others but I couldn't find one to add my vote. We currently use the fund record when reconciling with accounting who use a different system so we are not linked, but we use the same fund ID. When it doe...Reviewed: Voting Open
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Populate all transactions empty fields when adding a new field with template.
When opening a new batch created from gift forms, it would be useful if applying a template with a new field could automatically populate all empty fields with the default value defined in that template. Currently, the subtype field is not include...Will not implement
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Alphabetize Giving Statements by last name not first name please
since a statement is produced for each spouse, there are often 2 statements produced. I am using these statements as our tax recepts letter so when 1000 statement are produced and the statements for family members need to be matched up, it is time...Reviewed: Voting Open
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Add time stamp to Notes is NTX Webview
Sometimes we have constituents calling multiple times a day in order to follow up on an issue, for that a time-stamp would be very useful. M==Reviewed: Voting Open
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View as a specific internal user to review access and user rights.
It would be great to be able to 'view as' a specific user to review their access level and user rights.Reviewed: Voting Open
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Ability to add an Appeal ID to an opportunity.
It would be helpful for our fundraisers to have the ability to add an Appeal ID along with the Fund on an opportunity.Reviewed: Voting Open