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For automated recurring gifts, create a thank you email that is sent when each recurring gift is charged
With automated recurring gifts, when each recurring gift is charged, we would like to automatically send an email to the donor that their gift was processed. (It is hard to believe that there is no way to do that. )Reviewed: Voting Open
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Required fields honored in RE NXT
Required fields from Raiser's Edge 7.96 do not sync with RE NXT. This would be helpful across the board, notably with opportunities, solicitor type, contact information.Reviewed: Voting Open
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Personalize transaction confirmation screen
While the confirmation email for a gift received from an NXT donation form can be personalized, the initial transaction receipt generated cannot. The transaction details are the same. But it does not allow any text edit or addition of a logo. That...Reviewed: Voting Open
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Make it possible to unapply a gift to the Pledge or Recurring Gift in RE.
When a gift is applied to the pledge or recurring gift in error, we should be able to unapply the gift to the pledge or recurring gift without having to make adjustment or deleting the gift.Planned
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Prospect Insights - Give the ability to change the solicitor type when ending a solicitor assignment
When we end solicitor assignments, we change the type to former. This is needed for reporting. It would be great if there was the option to change the solicitor type when ending the assignment.Reviewed: Voting Open
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Attachments in NXT need more than a tag to describe the attachment
When viewing attachments all you are able to see is the tag i.e. correspondence, photo, gift detail. It would be helpful if you could see the what appears in database view as Description. There is an Attachment name in NXT which doesn't appear in ...Reviewed: Voting Open
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Sort Opportunities in Webview
The Opportunity tile in Webview has no sorting format you can set or change to edit how they are displayed. The opportunities are supposedly ordered by date added, but I have found instances where that does not hold true. You can sort the way oppo...Reviewed: Voting Open
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Ability to move to the next gift when editing gifts in a batch
When editing gifts in a batch that has already been created, we now must click "save and add new," then go back to the next gift in order to edit the gifts. A "save and next" button would be a time-saver and make sense for those of us previewing a...Planned
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Make Fund Attributes an Available Filter in Insight Designer
This would mirror the method used in Raiser's Edge to group funds into specific classifications. An example is we have funds with a specific school attribute. It would be very useful to get a total of funds that received gifts for a specific perio...Reviewed: Voting Open
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Show All RSVPs on Home Page Event Tracking
Currently, you can only view donors attending and funds raised on the NXT Home Page Event Tracker. You should be able to see all RSVP types.Reviewed: Voting Open