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Need the ability to make notation on recurring gifts when marking them terminated or completed
It would be helpful to be able to add notes when terminating recurring gifts to say why it was done.1
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Allow for Gift Fields to be Customizable in Web View Lists
It would be very helpful to be able to have a the Lastest/Greatest/First Gift columns in Webview NXT Constituent Lists able to be tailored for specific gifts instead of just the literal Latest, Greatest, First gift on their profile. It would be ni...2
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Insight Attribute filters in dashboard builder - Custom Fields needs to have a more robust presence in dashboards and reporting. It is an important feature.
Custom Fields needs to have a more robust presence in dashboards and reporting. It is an important feature.0 Reviewed: Voting Open
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Make all actions show on record dashboard in Webview
On some records, there are only 3 or 4 screens worth of previews available in webview, but then when you click on the link for total number of actions (e.g. 176 actions), all are viewable. Can the preview expand to include all records for all time...4 Reviewed: Voting Open
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Create Batch Query automatically when approving batch
We need to have a batch query automatically generated when batches are approved, which can then be used for acknowledgement letters, reports, etc.3 Reviewed: Voting Open
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
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Copy online registration form from one event page to another
It would be helpful to be able to copy an online registration form from one event page to another OR to save that form as a default form that can be applies to new event pages10 Reviewed: Voting Open
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Options for Average Gift Calculation in RE NXT WebView Dashboard & Insights
Right now, RE NXT Insights calculates average gift using the giftsplit dataset, which divides the gift amount by the number of fund splits. That means if a single gift is split across multiple funds, the average looks smaller than it really is. Wh...0
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Notate if there are multiple Notes on an Action without having to click into the action
Most solicitors don't always click into the action to see if there were multiple interactions. If we had a plus sign or a number to show the number of notes in the action, they would know to click into it.2
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Basic functions missing from NXT marketing email tool
There are a couple of very basic functions missing from the NXT Marketing - Email tool: mailto:youremail@yourdomain.com - You'll note it works here, but not as a URL behind one of your email buttons. This is VERY basic email functionality - click ...0 Reviewed: Voting Open