-
Add an Action when a gift statement is sent in NXT
These statements are sent (currently) without the ability to preview them, and they are also not recorded in a constituent's record. This is poor record-keeping; we need to be able to preview receipts & statements and have a record in a donor'...0
-
Add deceased column in portfolio view tab
In the portfolio view tab there is a filter for including or excluding deceased prospects, but no column to see which prospects are deceased. It would be great to be able to see who they are so that they can be removed from a portfolio as appropri...0
-
Restrict people from creating lists while also allowing them to see shared lists
What we’re trying to achieve is limiting the people who can actually create lists but also allow those same people to view shared lists as a way to control what information/data is being used.0
-
Add Funds to RENXT menu bar
I have always built and viewed funds in RE database view. Recently, while working with a fund in our integrated NPact grant software (GENXT), I was instructed to select the RE button which would take me to the fund in RENXT. There I saw the fund i...0
-
Allow the option of making recurring gifts the default on donation forms.
On NXT donations forms, a one time gift is the default, and this cannot be changed. Organizations should be able to select which is the default - one time or recurring.1
-
Enable Attached Word Document Name field to be used in Query and Export
We have used the field as a text field to provide next steps on the action. The field is available when Task/Other Category is selected and is the only field on the Action General tab that can accept text. There's history in the field. I understan...0
-
Make the Country field on donation form more intuitive for international donors
Currently, the Country field on the RENXT donation form is pre-filled with "United States." It's not immediately obvious that donors can double-click "United States" and begin typing the name of their own country, which will then present different...0
-
Show Assigned Fundraiser-Constituent Relationship on Fundraiser Record in RE NXT
At the moment on the constituent's record it shows who their assigned fundraiser is but this is not reciprocated on the Assigned Fundraiser's Record.1
-
It would be beneficial to be able to see Group in education field
Our organization uses group when filtering on our Alumni. Although I can use it in dataview, the executive director would like to be able to see it in NXT view when traveling.0
-
view, gift summary, total year in both database view and web view
The language is very misleading, it states total year and most employees were thinking this is the total years of giving when it's not, It's total calendar year giving. The wording needs to be changed.0