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Have a seperate security access between prospect and opportunity.
Some user's may need to be able to update information on opportunities but not on prospect info such as classification, statuses and financial info. Manager or team member may be responsible to assign prospects to fundraisers and manage the classi...0
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RE NXT printing option for batches, records, and merchant service transaction detail
There is currently no good printing option for batches, records, and merchant service transaction details. It takes printing the whole screen and adjusting the scale in order to get all details that are hidden by the scroll bar, or screenshotting ...0
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Prospect Insights - Financial Information should be included in analysis
It seems insights is only pulling information from the neighbourhood postal codes. If it could also pull and analyze the information we have in proposals under financial information it would have a way more accurate analysis. EX) My prospect had a...0
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Fund Relationships available in NXT
We use Relationships to track Fund Representatives and Recipients (we create a relationship between the Fund record and the Constituent record). As far as I can tell, that does not exist in NXT. Sure would be helpful. Thanks!83 Reviewed: Voting Open
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Improving Efficiency at the Registration Table - Filtering/searching Participant options from the Attending list
https://renxt.ideas.aha.io/ideas/RENXT-I-3174 We are experiencing challenges with participant management during event registration with the Event Module. While we can navigate back to the main Event page to access Participant Options (e.g., select...0
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Text message and Email notifications for action reminders
I had one of my gift officers ask me whether NXT will be able to send him text message or email notifications of upcoming or past due actions. Similarly, I wonder if there could be a way to integrate calendars so that actions could be added to Out...13 Reviewed: Voting Open
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Add ability to query or report on event participant options in RE NXT Web View
Currently there is no way to report or query details that are captured as event participant options. For example, if we capture something like dietary preferences in these fields on an NXT event registration form, there is no way to search for or ...0
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Include ‘Pledge Payment’ as an option to online giving forms
Currently, donors giving online only have the option to give 'a one-time gift' or a 'recurring gift'. If there is a way to add a Pledge Payment option that would be great and to have the option to apply that gift to a pledge during approval.4 Reviewed: Voting Open
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Email Year end giving statements as an attachment to a customizable email
As long as we have been with BB, it has been a struggle each year to send year end statements by email. We desperately need the ability to send year end giving statements that are customizable as a PDF attachment to a customizable email through NX...6
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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...1