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Ability to email annual statement report to donors
It would be very helpful if annual statement reports could be emailed to each donor through RENXT WebView.Reviewed: Voting Open
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Add the possibility to change constituent of an opportunity
We have a donor who has changed their mind and now wants to give through their company. The opportunity contains information that we would like to retain. It would be nice to be able to change the constituent of an opportunity.Reviewed: Voting Open
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Downloading Receipts as a Batch via the Audit Documents - not just individually
Gifts that are processed as a Batch should be available to download through Audit Documents as a Batch via the Zip File. Gifts are not necessarily added individually to a record. This would allow the Batched Receipts (mulitple donors processed in ...Reviewed: Voting Open
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Settlements/deposits made of one transaction date
It would be helpful for online credit card and direct debits/bank drafts transactions to be settled in a way that the deposit is made of one day's worth of transactions. It gets difficult to reconcile deposits when they are made up of a mix of tra...Reviewed: Voting Open
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Maintain "Include inactive" checkbox in Opportunities tile for all records viewed as default
When you click on the "Include inactive" checkbox in the Opportunities tile, you are able to view all opportunities for a constituent. This is important for fundraisers to see all major asks made to a constituent even if they have been coded as in...Reviewed: Voting Open
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Checkboxes in Event: add buttons for invited, and updating the participation level
We often want to update the invitation status and the participation level of multiple people in an event. Please consider these changes for updating people connected to an event: Making " Mark Invited" its own button. Adding a "Update Participatio...Reviewed: Voting Open
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Rename static queries without automatically running them
I was surprised to find out that you cannot update and save the naming of static queries in web view without them automatically running. “ This is a static query. After the query has been saved the system will generate keys for the records that me...Reviewed: Voting Open
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Matching Gifts Tile needed on Org Records
You still have to go into classic view to manage the piece of the Org1 tab related to matching gifts. It would be so useful if this was doable in NXT.Reviewed: Voting Open
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Soft Credits to donor are not part of the criteria for tagging
A gift soft credited to a donor is not recognized by NXT in that it will tag that donor as "Lapsed" etc.Reviewed: Voting Open
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In emails - be able to open and view a past email without having to copy and then delete it.
No description providedReviewed: Voting Open