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Add the ability to add expenses to constituent records
We have fundraisers who raise money for restricted funds and we need to add expenses to the individual record to ensure they have enough.0 Reviewed: Voting Open
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Capitalization Issue in City Field with NCOA Updates
NCOA updates change capitalization of cities beginning with 'Mac' so that whatever letter is after the 'Mac' is automatically capitalized. The use case I have is a constituent whose city is 'Macomb' and after each run, it appears as 'MacOmb'. The ...1 Reviewed: Voting Open
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Ability to copy/ mass update fundraising assignments for a group that doesn't have complete common criteria
Be able to 'copy' a fundraising assignment to multiple constituents who don't have common criteria. Right now have to go and manually assign each one individually if you can't group them in a query, which is time consuming.0
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Receipt Stack in NXT Batch Entry - Canadian Database
Canadian Databases include the Receipt Stack on gift records, and this is often set at the time of Gift Entry. Currenlty receipt stack is not available in teh NXT batch entry functionality preventing our ability to use the NXT batch entry.3 Reviewed: Voting Open
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Analyze > Overview Gifts section includes pledges that have been written-off
On the Analyze>Overview page, under Gifts , Gift Revenue (when Committed is selected under Revenue Type ) includes pledges that have been written off. This is very misleading. There is no option to exclude write-offs. For our capital campaign w...4 Already exists
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NXT Gift Batch "Print View"?
I appreciate the new NXT batch tool and am wondering if there will be an option in the future to export a formatted report of the batch. Our process is to provide a printed copy with checks (we used the validation report from database view for thi...3 Reviewed: Voting Open
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Adjust default percentage for Complete Cover from 10% to 5%
Asking our donors to add an additional 10% to their donation or event ticket purchase is a lot. I understand there is a drop-down where the donor can choose a different amount but defaulting to more than three times the standard credit card fee of...3 Reviewed: Voting Open
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Reconnect constituent fly-out links in Insight Designer
The Constituent links used to work in the fly-outs for Insight Designer. While the "Create List" is an option, this takes you to a different screen. The fly-out can be a quick way to look at one specific donor on the list.1 Reviewed: Voting Open
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Delete multiple lists at once in NXT
It's currently extremely time consuming when needing to delete multiple lists. Would be fabulous to have the option to delete multiple lists at once!0 Reviewed: Voting Open
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Provide html formating options for notes in RE NXT
In the database view, we can edit text size, apply bold, italic, and underline formatting, and add bullet points to text in notes. Can this functionality also be available in the web view?1 Reviewed: Voting Open