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Add workflow emails to a constituents record
It would be useful to see the email sent on a constituents record from workflows. We work as a team so someone may set up a workflow and a colleague may need to complete some parts of it. A constituent will also hopefully respond to the email whic... -
Membership Auto Renew option to the NXT Membership Online Form
The option of having an Auto Renew feature on the Membership NXT Online form would be very beneficial. This would allow for a more streamlined and automated way for memberships to be renewed and likely lead to better renewal rates, as you would el... -
constituency code security groups
No description providedReviewed: Voting Open
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Global change for "class of" in relationships
I appreciate the Global Change feature on DBV very much, especially when a mistake is caught after a round of entry. We realized recently that all of our incoming freshmen, the class of 2030, were entered as just class of "30" and that the system ... -
Batch list needed in NXT webview
It would be really helpful to be able to see a list of all commintted batches, currently we can only view the last 2 or 3 processed. We often refur back to batches that we have added manually, and would like to be able to see them in a list as you... -
Ability to link recurring gifts to outstanding pledges
We have had several board members who donated via a recurring gift on the Standard Donation form, and I was unable to tie it to their outstanding pledge. I have had to manually zero-out all of the recurring gift credit card payments, and re-enter ... -
Add benefits from gift batch
I see that benefits are now accessible in webview and can be edited on each gift record. Please add this to gift batch and batch templates. The ability to add benefits while entering the gifts in batch is a crucial step in saving time when enterin...Planned
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Lock Editing Access on VIP Records
Ability to restrict editing access on select VIP records (such as Board of Trustees members) to only certain access levels would prevent staff members from "updating" VIP records incorrectly. We have run into issues with AddressFinder misattributi... -
Giving Statement Parameters to mirror database view
We really need the full range of parameters available from dbs view in unified view. Looking over similar ideas, it seems a lot of folks classify their gifts in different ways. By giving the full range of parameters such as gift type, camp/fund/ap...Reviewed: Voting Open
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Tribute management added to RE NXT web view
We use the tribute/memorial module quite a bit. We are in a hospice campaign so it would be helpful when someone passes to be able to see who contributed memorial gifts in their record. Currently it is only available in database view.Planned
