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YTD option in Lists under filters
If you want a list to be YTD and be dynamic, there isn't a way to do this. For example YTD lapsed donors of $1,000 plus. I have to change the date range every time I go into the list.0
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Auto Synch Research Point records with linked RE NXT records
When we get a Target Analytics update, we have to manually synch the results back to RE from RP. Could we get an auto-synch button or process to facilitate this?0
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Allow filter in lists for fundraiser/solicitor
Allow lists to filter based off of selected fundraiser's so we can use NXT for board give/gets0
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Minimize Delay of Gift processing in RENXT for approval
Batch Engine improvement: Gifts will be processed and be charged by the merchant account (BBMS) and appear in the merchant account prior to the batch appearing in your NXT webview Batches / records for approval. (We have experienced a delay of 10 ...0
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Allow multiple email addresses from single email to be saved as an action
I often send emails to a list of people, but not a list pulled through RE or NXT. I would like to be able to save that email to each individual's record as an action by being able to select multiple consituents from the RE plugin on my outlook. Ri...1
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NXT Webview Batch Import
It would be great if there was a way to import/upload a data file into a WebView batch. When you have a many gifts for one batch it is very time consuming to add one at a time.0
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Automated batch report in NXT
For internal (Finace) and external (auditors) purposes we need reports for each batch committed. We also use the printed batch report as our deposit slip when we submit our checks for deposit.1
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Add Bank Name to Column Selection in Treasury
This would allow any user using multiple banks to see in the Bank List which accounts are at what bank. We use many banks and this change would be extremely helpful.0
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Streamline Organization and relationship actions
This is a problem dealing with logging interactions between multiple people within an organization. We work with many different people within an organization like a foundation. We might have simultaneous conversations with the Executive Director...2
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Allow for a checkbox or field to indicate a potential matching gift on NXT giving form
Please add a field or checkbox to the NXT giving form where a donor could indicate that their company matches gifts so we can follow up with them about the match.1 Already exists