-
Enable record modification history lookup
Enable users to determine which users last modified certain modules or tabs (e.g., Attachments) of an RE NXT record. This is immensely important because when errors or incomplete information is found, knowing which user last modified the data enab...0 Reviewed: Voting Open
-
When merging constituents in RE NXT add Email History to the data options that can be merged from the source record to the target record.
This would ensure that any email history sent through RE NXT is maintained for a constituent where the is a duplication of a constituent and the data needs to be merged into the target record. Right now any email history on the source record is no...0 Reviewed: Voting Open
-
Add opted-out category on sent email list
We can see recipients, opened, bounced emais but not those that have opted-out to received the email, sometimes opting out by mistake and we can't review and confirm the reason the recipient did not get a communication.0 Reviewed: Voting Open
-
The gift vehicle “Bequest” is automatically assigned to every gift, regardless of whether it is a planned gift. This default assignment is inaccurate and becomes apparent when viewing the gift vehicle field in queries or exports
No description provided0 Reviewed: Voting Open
-
Grouping canvassers for actions.
When adding an action on RE it would be much easier to have a small group of regularly used canvassers at the top of the list. We currently have to scroll through the whole list to select the correct ones.0 Reviewed: Voting Open
-
On the online giving form allow a date range for recurring payments.
We have timeframes to run certain campaigns. It would be helpful, since there is no pledge feature, to have a specific date range a donor can make recurring payments.0 Reviewed: Voting Open
-
Source an NXT List or RE Query into Insight/ Report Builder
We have a lot of extra info and compiled lists and queries that would help with analysis and audit if they could display centrally in NXT dashboards.0 Reviewed: Voting Open
-
Ability to Work with Gifts from Event List in RE NXT. In RE NXT, we are hoping to capture all gifts linked, in support of a particular event. It would be really helpful if this is something that we can capture from the event record in RE NXT by adding a hyperlink ‘work with gift’, similar to the one in the constituent record. Also adding events as a filter in gift list.
No description provided0 Reviewed: Voting Open
-
Adding Seasonal Addresses and removing Invalid Addresses from NXT lists
My boss is asking for a list of Florida constituents and wants seasonal addresses added to a specific radius of donors. NXT can pull the radius but cannot pull Seasonal or remove Invalid. That means the list will always be inaccurate.0 Reviewed: Voting Open
-
add "salutation" as a merge option for NXT marketing emails
No description provided0 Reviewed: Voting Open