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Add ability to filter on constituent code in Action Lists
To segment actions that solely applied to certain individuals -
Add Tributes to AI acknowledge messages
When creating AI acknowledgment letters, there currently is no optin for AI to pull in tribute details which would make the acknowledgment letter that much more complete (ie Thank you for your gift of $x on yyyy date in honor of xyz). Please add t...Reviewed: Voting Open
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Need Statistical Reports in NXT
I run the statistical report monthly in DBV and would really like to have it move over to NXT so that it can be scheduled.Reviewed: Voting Open
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Report to show true campaign pledge balance based on how split payments are entered.
Our payments are not always applied to a pledge in the same split as the original pledge. Pledge Status reports only reflect the balance based on the original pledge split and not how we internally have posted the payment to the pledge. Because we...Reviewed: Voting Open
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Allow all action fields when adding an action with a workflow
Currently actions added via a worflow do not have a Status, despite that fact that Status is a required field in our database. It seems pretty obvious that Status should be an option when adding an action with a workflow or perhaps we could set an...Reviewed: Voting Open
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Soft Credit Buttons Are Risky in NXT
Just today, I needed to add over 40 soft credits to a single gift (workplace campaign). TWICE in one sitting, I accidentally clicked "Distribute Evenly" and had to go back and redo all the soft credit amounts. All I want is for there to be an addi... -
Default Fundraiser in Online Form
We would love to be able to set a default fundraiser for some of our online forms - especially since there is no option to add the form name as a column for reference when processing things in the gift batch (in the past this has helped us assign ...Reviewed: Voting Open
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Merge events completely in Duplicate Management
When Merging duplicates, if both records have the same Event already, the records will not merge. We have tons of duplicates because of Events - they register and the system creates a new record. It does not recognize in lots of cases the actual r...Reviewed: Voting Open
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Membership Details
We use membership for our sponsorship programme and it would be great to have either all of the information available on RE NXT as well as editable or at least have a section that we can add some notes on each membership.Reviewed: Voting Open
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Ability to display Appeal results by Package in NXT dashboards
We would like to see the ability currently available in DB view to be replicated so that you can see the package breakdown in NXT dashboard. This is very useful for analysing segmentation.Reviewed: Voting Open
