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Recurring Gifts
Could you add to the thank you email that the gift is RECURRING? There isn't a lot of visability to the team until the gift is processed and you go into the gift tab. If it could be noted like annoyomous gifts, that would be great. Thanks!0 Already exists
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Add Gift Subtype to Web View Giving Statements
Please add the gift subtype data to the gift detail that is printed out on the new RENXT web view giving statements. Currently gifts made from an IRA are indistinguishable from outright gifts made directly from the donor by check or cash because t...0
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Assign an NXT Tag for when a Constituent's Prospect Status is lapsed based on the number of days until warning set up
This tag could be used to create a list that auto exports to a Fundraiser so they are reminded on a weekly basis which prospects in their portfolio need to be reviewed for assigning a new status, or to just reset the same status.1
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Adding attachment in online view automatically update in database view
Its quicker to add attachment in web view but they do not show up in database view which is frustrating.0
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Add Preferred Name, Preferred Phone and multiple Email options to the email merge drop down choices
This functionality ensures constituents are prompted to keep contact info current. e.g. during a mass email you have Email message content... blah, blah, blah.... followed by a contact info box.... Is this information correct? {Preferred Name}{Las...0
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Allow sender of dashboards in NXT to cancel them
I am the admin and I set up a test dashboard to see how it works, but I was not able to control the dashboard after creating them only. Only the person who got can unsubscribe. What if a board member leaves and I don't want them to this dashboard ...0
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Save a shared list in NXT
It would be helpful to be able to do a save as on a shared list so our MGOs can not only change but then save. Many times I am creating a list for them.1
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Phone Type when creating Action
Currently when putting in an action in NXT for a phone call you can select the phone number to call however it does not list phone type, i.e. mobile, home. It would be helpful to be able to know which number is which. -
Ability to trigger an alert for major gifts over a certain amount
Major Gifts Officers, Development Managers/Professionals would be alerted to gifts above a certain amount and then be able to create actions for those gifts.0
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Add refresh time to the emailed reports from analyze dashboard
The analyze refreshes at a minimum of every 6 hours but reports are delivered as requested (time choice). It would be helpful to know the time of the last refresh on the reports that are scheduled to email.0