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Add Eduction to the RENXT Duplicate Managment
We have some alumni that get duplicated if they pursue more than one year, i.e grad year 2015 in one record, grad year 2020 same person in another record. I merged but the Eduction information did not merge.grad1
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Work Center: Which Donor is at what stage in my Workflow?
Have the ability to create a dynamic list from your workflow reporting OR, even better, an "insight on your dashboard" which would contain the names of constituents, along with what stage of the work flow they are at (step 5/11) or "require step 6...0
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Hide inactive constituents and prospect status codes when filtering
It would be great to hide inactive fields across the board for filtering - eg Constituent code, and prospect status codes.1
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fund (gift designation) as a merge field on thank yous for NXT donation forms
We have some donation forms that have several funds to choose from and it would be nice if we could note which fund they chose in the thank you email that is automatically sent to a donor after submitting the donation form3
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Ability to view user date added and added by in Security
I needed to know when users were added to NXT for a support case and realized the information isn't viewable.0
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Add "Last Run' to the reports area
It would be super helpful to add "last run" to the reports area of RE so that we can determine which reports are outdated and no longer used.0
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Add Receipt Amount to the columns able to be displayed in an NXT Gift list
We can currently view Gift Amount, but not Receipt Amount in Gift lists.0
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Sys Admin login for other users
Greetings! One thing I have found very helpful when using another cloud based CRM software is the ability as Sys Admin to login to another user's instance without having to request their login credentials. For example, there is a login link next t...1
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NXT Insights add ability to compare "same period, previous year" for more than 1 year at a time
The "same period, previous year" comparison option in insight builder is great to show year-to-date comparisons. This would be so much more useful if we could select how many years we want to compare for the same period. We often want to look at 3...0
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All single-click unsubscribes to comply with new authentication standards (2024)
See the new email authentication standards being implemented by Google and Yahoo from 1 Feb 2024, with other platforms sure to follow after. https://blog.google/products/gmail/gmail-security-authentication-spam-protection/#:~:text=for%20large%20se...0