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Gift Code - ability to enter or set default for NXT gift entry
Gift code is a required field in RE for us. Gifts entered through NXT have a blank Gift Code that I need to update on the DB side. Since a majority of gifts are one code, it would be very helpful if a defalut could be set. The best solution is to ...Reviewed: Voting Open
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Ability to view total gift amount from a list of gifts
Many times when doing reporting to my board or executive I am just looking for a total. It would be amazing to be able to look at a list and see the total amount of all the gifts in that list without having to export to excelReviewed: Voting Open
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Add Contact Info to Portal
Enhance the user experience by allowing users to easily access contact information. By providing our org phone number, users can quickly get in touch with us and get their questions answered. While some organizations put their phone number in thei...Reviewed: Voting Open
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Generate acknowledgement letters in web view
Is there not yet a way to generate acknowledgement letters in web view? I have done this in database view but cannot find a way to set up this function in web view. In the past I have used the database view to run acknowledgement letters (via batc...Reviewed: Voting Open
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Allow Workflows based on donation pages
Allowing Workflows to be triggered by donations made through certain donation pages would make assigning follow up tasks to team members so much easier. In some instances it would save an additional step of communication between assigner and assig...Reviewed: Voting Open
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Access webview batches through database view without marking as Approved first.
A user cannot create a batch in RE NXT webview to work on in the database view without "approving" it first but "approving" a batch is the same as committing it in the database view so it cannot be edited regardless. Previously "unapproved" batche...Reviewed: Voting Open
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RE NXT Set Dashboard as Home Page
We would like the ability to set our dashboard(s) to be our home page when logging into RE NXT like we can with the database view. Then our management team can get a quick view of our progress.Reviewed: Voting Open
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Tracking separate goals for Received & Committed revenue on Campaign, Fund, and Appeal records
In the NXT Appeals Dashboard, we are able to view actual gifts by two revenue types (Received or Committed) -- however, since there is only 1 goal field in the Appeals record, only one of these revenue types can be tracked in NXT against the goal....Reviewed: Voting Open
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Use gift queries to determine committed and received revenue filters
I really like the ease of being able to switch back and forth between committed and received totals, however, the settings available do not allow our organization to measure committed revenue accurately. We have a specific gift query that we use f...Reviewed: Voting Open
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Add "Last Login Date" column (capability) to user listing in Security area
I have a need, this morning, to know when my users last logged into RE NXT, and I cannot, for the life of me figure out how to do that. I hope this is easy to add!Reviewed: Voting Open