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Add a Label to suggested gift amounts on NXT donation forms
On online express donation forms, you were able to add names for different giving levels which was helpful so that donors knew what the giving circle they were giving at was called.Already exists
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Add custom fields to drop down list in merge fields on confirmation email for gifts from NXT
Expanding the list of possible fields for confirmation emails to donors would be helpful -
Organizational Sort Key
In database view, we can optionally add what has been referred to for years the sort key to an organizational record. You add the sort key before the word in the org name you want to have it sorted by in the place of the space. So Bill & Melin...Reviewed: Voting Open
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When Giving Statements Fail, allow a way to either generate PDF statements for all or create a query of those that failed
When multiple emailed Giving Statements fail, you can generate a PDF for those but ONLY one at a time and it always creates it in a ZIP file which adds extra steps to simply print the PDF. This is aggravating and time consuming when you have a dec...Reviewed: Voting Open
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Major Gift Dashboard in the webview
I would love to be able to create a dashboard in the webview that differentiates between giving levels (Annual Fund, Mid Level, Major, Principle, ect. )Reviewed: Voting Open
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Work Center > Opportunity Tab Default to Only Opportunities Assigned to Fundraiser
Currently, when a fundraiser views the Opportunties tab within their Work Center, they are able to see (by default) any opportunity for a constituent they are assigned to, including Opportunities not assigned to them. We would like to see the defa...Reviewed: Voting Open
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In Work Center under the Portfolio Tab Display Opportunity Status
We would like to see the option to include Opportunity Status instead of Prospect Status within the Portfolio tab of the Work Center. We utilize Opporunities to track the donor cycle and would like to give the fundraisers the option to view all in... -
Need the ability to configure how the system derives what displays on constituent records and lists, for FIRST, LATEST, GREATEST and TOTAL GIVING
The gift records in our RE database include many payments that are not donations (event activity, raffle tickets, etc), and which we do not want to see included in the gift history summary fields in constituent records and in lists. In database vi...Reviewed: Voting Open
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Add an oganization's individual relationship's attributes to NXT
Organizations can have more than one primary contact. Ask any event person at a nonprofit who does a sporting event and a non-sporting event. We have been using an organization's individual attributes to determine what kind of primary contact one ...Reviewed: Voting Open
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Preserve Giving Statement PDFs
Giving Statements pdfs were deleted in NXT when I deleted the query in the database the pdfs were based off of. The database query was the NXT list used in generating the giving statements.Reviewed: Voting Open