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Search by contact relationships in NXT
My fundraiser's would love to be able to search by contacts in NXT, if the contact does not have an individual record. Right now they have to switch over to the database view in order to do this. Would be much simpler/cleaner to just add to NXT1
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Add Timeline to Fundraisers Reporting
I would like to add a timeline function in Fundraisers Reporting that they could pull some of their prospects and with the graph show how their actions is bringing in the gifts. I like it on the donor record but it would be nice to have a broader ...0
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Setting a Default Recurring Schedule on NXT Donation Form
When creating a donation form in NXT, on the Recurring Gift options, it would be nice to set a default frequency. Allowing all the payment frequencies puts "Weekly" at the top of the list so a donor intending to donate "Monthly" might overlook the...1
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Digital Wallet and Fee Coverage Options
It would be helpful to be able to use any of the 3 fee coverage options while also using the digital wallet (Apply Pay, Venmo, Paypal) feature in donation forms.0
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Default to show birthdate in constituent record
For those of us in the health care industry (and with grateful patient programs!), it would be tremendously helpful (and time-saving) to default to "showing" the birthdate in a constituent record. Currently, a user has to click "show" to see it, r...0
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Allow option to combine Notes and Actions into one tile in RE NXT
The "Notes and Actions" tile worked really well for our organization, and I would love the option to go back to that in RE NXT!0
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Allow users to delete Opportunity records from RE NXT.
We have staff who only work in RE NXT and it is tedious to have to delete opportunities that were added in error, etc. -
Open multiple constituents at once
It would be helpful to toggle between multiple constituents. I sometimes work with a small group of people, not in a list, and would like to toggle between their records for information. This functionality exists in the db view. If it's in NXT I c...0
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Fundraising permission. Selection for view Insights.
Viewing Insights is automatic. I want to allow view Dashboards, but not Insights. Add a button under Analysis role, Fundraising tasks, view insights and dashboards, view Insights.0
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Add custom/preconfigured filter to the Insights page of Report Builder
If you have a lot of custom insights, it's hard to find the preconfigured insights in your system. Would be helpful to include the custom vs preconfigured as one of the ways to filter the overall list. Possible expansion into dashboard builder as ...0