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Auto add name variations into alias when merging records.
It would allow us to have less dupes. We would have the different name variations in the record which will allow imports to be cleaner. When merging it would merge the source record name variation into AKA alias type.0 Reviewed: Voting Open
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Under Analysis - Fundraising Dashboards add date range
Need to be able to pull all information retention, acquisition etc using a gift date range and not the year to date. We go off a school fiscal year.1 Reviewed: Voting Open
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Manual Recurring Gift Next Payment Date
I am using RE NXT to send data from our system to RE. I have a question regarding the information displayed on the page when viewing the details of the monthly recurring gift. The recurring gift was created on December 29th and the first recurring...1 Reviewed: Voting Open
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Show inactive Tables in NXT
We are no longer able to view Tables in database view. There we could view all active and inactive list code, constituent codes. In NXT we are not able to view codes that have been marked as inactive.0 Reviewed: Voting Open
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Improvements for RE NXT > Gift Management > Adding gifts / Batch of gifts
Limitations in Gift Management > Adding gifts : Under Gift Type there is no option to add Stock/Property There is no option to apply a gift to a Pledge There is no option to add a Tribute There is no option to add attachments1 Reviewed: Voting Open
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Add Attachments to Mail Merge
We wanted to send a thank you message to our donors using mail merge but also incldue a pdf of their itemized giving statements for the year. Currently, there is not option to add attachments which prevents us from using mail merge for this reason...1 Reviewed: Voting Open
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Allow the search function to find a nickname/preferred name for a spouse in NXT.
No description provided0 Reviewed: Voting Open
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Print RE NXT roles with permissions
As we add new users, it would be helpful to see all the permissions available in roles so the appropriate role can be applied. Right now, I'm taking screenshots of the permissions and comparing everything.0 Reviewed: Voting Open
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More detailed exports from NXT
It would be nice to be able to export a more detailed report from NXT for mail merges. Being able to add salutations to that export would be useful. Especially since a lot of online gifts come in and doing a mass export of gifts without have to ru...0 Reviewed: Voting Open
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Find and Replace GL numbers in GL Distribution
I would like a function that you could utilize when you need to update all funds with a new GL number. We recently closed a bank account and now need to have all GL numbers w/in the funds updated to the new one. I would like to be able to do a fin...0 Reviewed: Voting Open