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Allow new constituent review/matching in new batch grid entry
The new grid batch entry does not allow for record matching for online gifts, so I am having to merge/delete records after batch entry because online gift review is no longer a thing. The rollout of grid batch has been so messy. I also used to be ...0 Already exists
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Grid View Wish List: Banks, Fund Description + ID, display Spouse in drop down
For Gridview/Grid to work for us, please add: Parenthetical spouse name in Constituent drop down. Constituent ID column. Simultaneous Fund ID AND Fund Description in selection drop down AND columns. Add columns for "Bank", "Check Date" and "Check ...0 Reviewed: Voting Open
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Ability to Import Credit Card Token Field in NXT
We need the ability to import the Card Token field when importing monthly recurring gift and pledges into NXT as in database view. ImportOmatic is able to import the card token field with the appropriate RG or Pledge to continue payments through B...0 Reviewed: Voting Open
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Make Letter Code visible for all Acknowledgement statuses
Currently in web view Letter Code only appears if the status is Not Acknowledged or Acknowledged. We need it to be visible for Do Not Acknowledge as well. It's very useful to use it to indicate WHY a gift is Do Not Acknowledge (rather than burying...2 Reviewed: Voting Open
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Bring PDF pledge reminders to web view
I see ideas for emailing pledge reminders but not for PDF pledge reminders. Please bring these to web view. We would want them to work like database view, where the reminder is recorded on the pledge when the PDF is generated. In addition to PDF r...0
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Add Credit Type to Grid Batches
In the database view, we have a credit type where we can choose Mastercard, Visa, Venmo, Apple Pay, etc. It helps our accounting department to reconcile.1
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Allow more than one Addressee/Salutation in RE NXT emails, and allow us to define each
Only being able to use "Primary" Addressee/Salutations in NXT email is not a solution (I mean, who ever addresses their emails with an Addressee, which is meant for the front of an envelope?). We want the same functionality as Online Express had, ...1
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Fix "Find in this list" Search in Unified View find a record in the results beyond 1,500 limit.
Unified view query cannot search the RESULT beyond record number 1500 and requires you to export to search. I can understand the potential limit of VIEWING beyond 1500 but the search should be able to find a record that would be in the results reg...3
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Show gift tribute information in giving history tile/work with gifts
Tribute information is one of the fields I need visible when I quickly glance at a constituent's giving history. Not being able to do this in Webview is frustrating - I need to click each gift to see if it's in honor or memory of anyone!4
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Admin Functions Like Globally Add/Change/Delete in DB in NXT
My org uses the global add functionality in database view to add appeal and actions to multiple donor records. It is critical that we continue to have the ability to complete this work. When global add, import, and other administration functionali...14 Reviewed: Voting Open