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View all NXT batch gifts with the headings in my preferred order
It would be great if we can make the batch set up in NXT to show in the order we need it too and not have to keep changing everytime we go into the batch. We want to have to top labels in the following order - Cons ID, Cons Name, Amount, Gift date...0
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Query Lists
please move query lists over to web views we use these a lot and love the change log feature. We need these to work in webview as database view eventually goes away.32 Reviewed: Voting Open
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In webview query, adjust how you view and select "one of" criteria pulled from a table to be more usable.
Currently when you want to view or add a criteria of "one of" from a table field (like Fund ID, Appeal ID, etc.) in webview query, it loads a single list showing you checkboxes for all the fields you have selected. It only loads 20 codes at a time...10
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Add ability in NXT to include headers on query exports just as it is in Database View
We need to be able to include headers in query exports.0
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Batch in NXT needs to be as robust as DB view!!!
The Batch feature in DB view is formatted to help SPEED up & SIMPLIFY multiple gift entry & for organizations with hundreds of gifts a month to enter, this is essential. Gift Data Entry as is currently available in Batch for NXT is equival...0
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Convert an individual to an organization record and vice versa
In database view, you can convert an individual record to an organization record and vice versa. This is primarily needed when someone passes away and their estate becomes their constituency. There are also data hygiene moments where it would be b...0
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Ability to customize fields on giving statements, especially fund and gift reference
It is imperative that we have a way to providing annual giving statements and quarterly giving statements to our donors. The giving statement template in NXT is not editable and includes funds that we do not want included on a giving statement, an...1
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Show All for Fund ID in Web View Query
You can only search for Fund ID's when using One Of or Not One Of operators in NXT Query, the magnifying glass does not open up a list to "Show All" with any other operator.4 Reviewed: Voting Open
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All the functionality of Database view should be available in NXT webview
Given that we have been told that the intention is to "switch off" Database View at the end of 2024, this is obviously what is needed.39
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NXT needs to be faster
NXT needs to be faster. Scrolling through a list of queries, waiting for query results, and waiting for standard reports to generate all take longer than in Database View. Please speed things up.