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Ability to Choose Email Type for Emails sent through NXT
If an org wants to send different types of emails using RE's Email tool, meaning that some folks may prefer that some emails go to one address and some go to another, there's currently no way to accommodate those requests. Right now, the only way ...Reviewed: Voting Open
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CUSTOM FIELDS Active/Inactive checkbox or quick-click
to inactivate a custom field you have to edit the entry where we used to be able to just check the box- this is where we (database admins) also notice that maybe there are others that need to be inactivated... at least offering the same "completed...Reviewed: Voting Open
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Allow you to choose multiple contact types for a single person for an organization
By allowing you to choose multiple contact types for a single person, it avoids duplication when running mail lists. It also keeps you from having to add multiple relationships with the same person which looks cleaner on a record.Reviewed: Voting Open
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Additional merge fields for Gift receipt templates in web view
I recently noticed you can now do e-Receipts in web view - which would be a huge improvement over our current database view e-Receipt process, which is very slow and frequently crashes. However, there are three areas that are thus far insufficient...
Reviewed: Voting Open
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.Reviewed: Voting Open
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Create Batch Query automatically when approving batch
We need to have a batch query automatically generated when batches are approved, which can then be used for acknowledgement letters, reports, etc.Reviewed: Voting Open
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Using name format from Configuration in Reports
In our configuration we have a special name format that we use for reports that include ID number and sometimes "Deceased". That is currently not an option in Standard Reports NXT. It would be nice to have this option in NXT. And if we can't have ...Reviewed: Voting Open
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In an appeal, allow us to view all packages in one shot
Right now, only 5 packages are displayed at a time, forcing us to go back and forth between pages to work with them. This makes it very difficult to work with appeals that have dozens of packages. Allow us to view them all in one shot.Reviewed: Voting Open
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Gift List in RE NXT should include the column for Assigned Solicitor
We are finding that running constituent lists does't give us the information needed and then when we run gift lists it doesn't give us the the constituent information needed such as the assigned solicitor which would be a lot better for us. Not gi...Reviewed: Voting Open
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Allow Split amounts (Campaign, Fund, or Appeal) within Soft Credit values.
Allow Split amounts (Campaign, Fund, or Appeal) within Soft Credit values. We need a way to track soft credit amounts on the fund level, not just the gift level. For example, a donor gives to the annual fund and a capital fund but gives their chil...Reviewed: Voting Open