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Change gift columns in NXT
It would be helpful to be able to change the gift columns listed on a donors record rather than having to go into the gifts.Reviewed: Voting Open
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Add (back) Action Preview back in NXT Action tile
Our endusers were able to scan through actions tile and see a preview of the action and and person to whom the action was assigned. This functionality was removed in the recent "upgrade". Please bring it back.Reviewed: Voting Open
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Link to spouse record
Under actions, add a box to click that would copy the notes to the spouse record if selected. This would be helpful for meetings where both are present, or if it's important for notes to be reflected on both records.Reviewed: Voting Open
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Format of action reports - please change back
Please consider changing back the format of the action reports to where you can see who the action is assigned to initially. With the new update, gift officers now have to click on the little down arrow to see any of that information.Reviewed: Voting Open
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NXT Marking Email Auto-Converts to Action
If using the marketing/email function to draft and send emails to users in NXT, a record of that email being sent (and if a reply was made) should be captured in the constituents record (either through a completed action or some other means). This...Reviewed: Voting Open
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Change default country on event form donations
The donation form that is included with the event forms defaults to UK. There is no way the change this default country. Please allow us to choose our own country for these donation forms.Reviewed: Voting Open
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Digital Year-End Giving for Tax
We would love to use the Marketing-Email tool to send out digital Year-end giving to our donors. In order to do this, it would be helpful to have the ability to merge in giving for last calendar year (or make it possible to put criteria on the mer...Reviewed: Voting Open
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NXT - Create a Solicitor Dashboard in NXT
I would like to have an NXT view of fundraiser performance, for example a list of solicitors, their goal, $ raised, and % to goal.Reviewed: Voting Open
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Setting to prevent multiple automatic batches in NXT
We use donor forms in NXT and have found that multiple batches are being created in the same calendar day. It would simplify our approving process and our bookkeeping to only have one batch per calendar day.Reviewed: Voting Open
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Add Constituent ID next to names in the Relationship Panel
Currently there is no way to identify on a constituents relationship panel which relationships are Non-Constituent and which are Constituent. It would be extremely helpful if next to the relationship name if you could include the Constituent ID wh...Reviewed: Voting Open