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Need to be able to create batch reports
We need to be able to design custom reports that show details/summary of a batch(es). Detailed reports should have the option to include whatever custom fields as needed, and show a row for all entries in the batch. The summary report should have ...Reviewed: Voting Open
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Add Wealth ratings to columns & filters in Work Center Opportunities
When we're working in our portfolio and looking at Opportunities of our donors, I'd like to be able to add a column to show the wealth rating. Specifically I'd like to be able to add our custom wealth rating that we are using, so I can see how tha...Reviewed: Voting Open
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A button in RENXT that can summarize actions and notes into one paragraph.
Opening years' worth of actions and notes to obtain a summary of the donor relationship can take a ton of time. Provide a button that will summarize all the interactions in a short paragraph.Reviewed: Voting Open
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allow set up of events so participant options disappear once someone has chosen them
I am setting up a cosplay type event where registrants choose a title to be announced by as they enter the event. The titles are specific to the event and unique to each character. The titles are loaded into participant options, but I cannot make ...Reviewed: Voting Open
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Create Folders for NXT Emails
We are starting to send a lot of different emails through NXT, including events, appeals, stewardship workflows, etc. It would be nice to have categories/folders to organize the emails.Reviewed: Voting Open
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Include gift-in-kind donations in giving statements!
It would be helpful to be able to download a giving statement that includes all of the donor's giving, including gift in kind donations.Reviewed: Voting Open
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Timeout settings
I believe there should be an option in settings to adjust the inactive automatic log out settings.Reviewed: Voting Open
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Ability to link event pledges to Registration Fees/Payments in NXT
In the database view you are able to easily link a gift or pledge to the event it's related to but not in NXT.Reviewed: Voting Open
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Honor/Memorial Report in Web View needs to provide the complete donor addresses.
The Honor/Memorial Gift Report in Database View provides a listing of gifts given for tributes with the name and full address of the donor. The same report in Web View does NOT provide the full address - City State Zip are missing. This report nee...Reviewed: Voting Open
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Add tracking a Fund to Home page
The home page options are limited - it would be really useful to track a fund in the same way as tracking an event. Or even to be able to choose specific funds only in year over year graphReviewed: Voting Open