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Notification & ability to review donor changes made in Portal to gifts
We need to be notified of and have the ability to review changes donors make to their gifts in the donor portal. Example- we have donors putting a hold on their recurring gifts and we don't know about it until it tries to process.4 Reviewed: Voting Open
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Remove donors from a workflow
As well as an inclusion list it would be great to be able to add an exclusions list to a workflow or drop donors from a workflow. We want to send a welcome series to regular givers but if they cancel after the first gift we do not want to send the...13 Reviewed: Need Further Info
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Giving statement email and filter changes
It would be helpful to have the ability to choose which email to send to. The ability to preview the consolidated receipt before sending would be very beneficial. Having more filters would be helpful. Like constituent code and receives consolidate...5
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Membership Dashboard/Reporting in RENXT Web View Not Available
In NXT(web view), Membership is not a filter you can choose from when creating a dashboard. It is also not available in insights. There are no list options for Membership available. There are no Membership specific reporting options available in N...0
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Show the Note Author
The notes section on NXT MUST show the note author. When you have multiple people who have contact with a donor, the only way to know who wrote a note is to go into database view. This is critically important if you need to ask the note author a q...7 Reviewed: Voting Open
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Add functionality so new gifts can be emailed out in daily report automatically
I would like every member of our team to receive an email showing all new gifts in the last seven days. I would like it to come daily and include linked content. This would be very helpful for everyone staying up to date on all gifts, not just the...5 Reviewed: Voting Open
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Add county to constituent profile
We have locations in multiple counties throughout Ohio and need to be able to query on that field. So please add county to the constituent profile in RE NXT.0
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Download NXT attachments back to the Database view please!!! If not we could loose these attachements when merging
We use attachments in records for grant proposals and government contracts - It sucks having to tell staff they cant just upload those docs to NXT because they wont be saved :(3
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Add Education relationships in web view
We receive updates from our alumni with post graduate experience and we also track the high school they attended. It is nice to view education as a separate box from other relationships - but it would also be nice to be able to add education relat...16 Reviewed: Voting Open
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Auto-acknowledge on NXT batches
When you approve the batch in NXT it automatically sends out tax receipts to the donors. It then automatically marks that gift as receipted. Since they have been sent an email and the tax receipt it would be nice to also have the option to automat...1 Reviewed: Voting Open