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update payment method for pledges in NXT
When donors make a pledge and intend to pay by check and then decide to pay by credit card, it would be great to be able to update the payment method and add cc info in NXT so it can be automated.Planned
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Field size in "Add Action" window should be "sticky" and stay your chosen size
In this new layout as of today, July 24, 2026, the "Add Action" window has been redesigned, and the Notes section is now just one line tall, like every other field. This makes it very unhelpful to use, because I can't see the whole not that I'm ty... -
Global Change - Soft Credit for Spouse's Gifts
We need in mass for a group of records that have spouse's with RE IDs link, the ability to soft credit for spouse's previous gifts. Currently we have to open one record at a time and navigate to Constituent>Soft Credit for Spouse's Gifts.Reviewed: Voting Open
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Middle names visible in RE NXT
We need to be able to see middle names and first names vs preferred names in the constituent summary of RE NXT. Right now the only way to see that information is to click 'edit' and 'name'. This is really slow if you have multiple constituents wit...Reviewed: Voting Open
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Online Data Review needs to show custom fields and participant options
As a university, we use custom fields and participant options on online forms to help us to match incoming data to existing records. We ask for things like Subject of Study, Class Of, Alumnus/Staff/Guest, to help us to figure out whether we can ma... -
Allow opening constituent record when entering a gift in NXT batch (pop open in new window)
Our organization opens the constituent record every time we enter a gift as a way to make any updates and to check the record. It's one of our many processes for data cleaning. Right now, when I am in the batch in NXT, I cannot click the constitue...Planned
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Unified view split gifts: Show the amount left instead of/in addition to the amount applied
For easier split amount entry, show the amount that is left to be applied. This is quicker and cleaner than calculating that amount based on gift amount and what has already been applied (also because the split gift screen visually is a bit of a m...Reviewed: Voting Open
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Ability to match Organization Name to Individual Constituent in Online Data Review
In online data review there is a need to match the" Organization" to an individual constituent record. The reverse of this is already true ("Donor" can be matched to an organization constituent record). It would be great if we could match "Organiz...Reviewed: Voting Open
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NXT Event form - add non-constituent participants
It's great to use the NXT event form for free tickets, but it's a pain that each participant gets brought in as a new constituent. Would be great if NXT functioned like OLX so you could bring in free registrants as non-constituent participant reco...Reviewed: Voting Open
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Add Finder Number field to Web View batch templates and grid entry
The Finder Number field is not currently available in Web View batch entry or batch templates. Our organization uses Finder Number as a unique identifier when batching gifts, and it's essential for reconciling gift batches with our Finance departm...
