-
Ability to export a list of queries for clean up/consolidate similar query
I was recently given access to the Query (Preview) in NXT, and I am a bit overwhelmed by the number of queries I need to consolidate and clean up. May I request the ability to generate a report that extracts all the queries (query name, descriptio...0 Reviewed: Voting Open
-
Add the ability to send a test confirmation email from Standard Online Giving forms
It would be useful for organizational branding to be able to test confirmation emails without having to complete a transaction. Admin note: This is available on the Optimized form today, and planned to add to Standard formin 2025.2 Reviewed: Voting Open
-
Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 Reviewed: Voting Open
-
Detail which form, donation or event registration in the Gift Batch
We have many donation forms and events for registration happening at the same time. There is no way within the Gift Management area to determine which form or event the transaction was entered on. This is very frustrating and makes it extremely di...6 Reviewed: Voting Open
-
Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
-
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.25 Reviewed: Voting Open
-
Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in N...34 Reviewed: Voting Open
-
More fields for email marketing
Unfortunately the newly released email marketing is useless to us because of lack of fields. Not only are addressee/salutations missing - see idea "Name merge field for marketing emails" but I would also like Constituent ID, all recent gifts so we...34 Reviewed: Voting Open
-
Allow NXT giving form to accept pledges
The NXT giving form only allows single and recurring gifts, but not pledges!?! I need to accept pledges!14 Reviewed: Voting Open
-
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...3 Reviewed: Voting Open