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When creating a new record while record matching in NXT - should be able to mark as deceased
When we match records in NXT we sometimes need to create a Tribute record for a deceased person. It would be great if we could mark the record deceased while creating it in the record matching section of gift processing in NXT -
Able to Filter Opportunities Tile on Work Center
It would be great to see AT A GLANCE what the opportunities are by purpose, or by month to track specific goals. -
Select pay method in Stock Gift Entry
Currently, in database view, selecting the Stock/Property gift type still allows us to select a pay type, which is essential for tracking the check payments of stock proceeds that we receive from our brokerage. Web View hides the pay type field wh... -
Allow edit/add Name Formats with keyboard
When adding a new individual constituent, or a new individual participant (and probably new individual relationship records, too), we can currently navigate the data entry with keyboard strokes until we get to the Name Formats and then there is no... -
NXT donation forms OTHER FUND DESIGNATION with gift comments required will affect all selections to fill in comments.
Logic is required when selecting OTHER FUND DESIGNATION to open the gift comments field. The gift comments field will need to be "mark as required" to provide the location to process the donation, but should only be required when OTHER is selected...Will not implement
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Address Accelerator NXT
We just recently switched to NXT. I cannot believe the 'new and improved' over RE7 does not have the address accelerator functionality. It has been very helpful in RE7 in correcting errors and has saved us a ton of time and money on mailings. Plea...Reviewed: Voting Open
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Make Reciprocal visible on Fund Relationship tile
Currently, the new Fund Relationship tile on Constituents' records in web view only displays the "Relationship" field. It does not display the reciprocal. To see it, you have to click on the fund to open the Fund record itself and view that relati...Reviewed: Voting Open
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Receipt Processing in NXT need to be the same as the Database view
Not only is NXT receipting not compliant with the CRA for Canadian charities (it is missing the field for eligible amount of gift), there are many other issues that need to be addressed if the database is being shut down by the end of 2026. Receip...Planned
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Link manual recurring gift payments to a recurring gift in grid batch
We have many donors with recurring gifts who submit monthly payments via check rather than have us do an automated pull with their credit cards. I am trying to link a recurring gift payment made via check to a recurring gift in grid batch in Raise...Planned
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Make Adjustment Reason available as a Column in the CSV Output for the Adjusted Gift Report
Currently, when running the Adjusted Gift Report in Unified View, the only way to see the reason for adjustments is via the downloadable PDF. We are transitioning our Finance Team over to running their month-end reports in Unified View. Their work...Reviewed: Voting Open
