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Add student class year to parent record display
It would be nice to have a quick reference for the parent year the same way we have the ability to display alumni class years.0
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Allow Actions, Notes and other NXT functions to link to other accounts
In Webview allow Actions, Notes and other editable NXT functions to link to other accounts so they do not need to be entered twice. An example is adding an action into one profile and having an option for this action to be automatically linked to ...0
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Allow us to reassign an Opportunity/Prospect from one constituent's record to another
In case an opportunity is mis-categorized the first time, this would allow reassigning it to the correct constituent record. Instances where this can come up include when our role in pursuing a grant starts out with us being the lead applicant, bu...0
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Open full constituent record from Query in RE NXT
When viewing results in Query in NXT it would be helpful to be able to open up the full constituent record in a new tab like you can in DB view instead of just the pop-up that you can't expand.0
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Auto-assign gifts over a certain amount to a fundraiser
Would be really useful for people who manage Major Gifts or those in Individual Giving to have gifts assigned to them for thanking when they are over a certain amount.0
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Allow the goal meter to appear only once you reach a certain percentage of total
It's great to have a goal meter visible on the donation page but it's not ideal to have it from the start when no one or very few have donated. It would be helpful to automate this appearing when you reach say 20% of the target or to be able to pu...0 Reviewed: Voting Open
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View as a specific internal user to review access and user rights.
It would be great to be able to 'view as' a specific user to review their access level and user rights.0
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Allow users to sort by RSVP date for events
This helps us see who has registered since the last time we checked the event record. Being able to add in rating and assigned solicitor of a prospect would also help prioritize attendees of these events.0
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Gift Batch Validation Report NEEDED for Batches Approved in NXT
This is not an idea, this a basic requirement for day-to-day operations that needs to added to NXT functionality immediately. There needs to be a way to view and print a Gift Batch Validation Report (or some new version of that) for gifts that hav...8 Reviewed: Voting Open
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Gift adjustment is needed function in NXT
Complete gift adjustment function that exists in db view needs to be available in web view. Need to be able to make adjustments and view adjusted amount, fund, reason and notes.2