-
Add ability to see where a query is used in webview query
In Database view, you can select a query from the list of queries (highlight it) and down below you see everywhere in the system that the query is being used. This is incredibly valuable information - especially for query clean-up. I remember thro...5 Reviewed: Voting Open
-
Ability to view custom fields in webview similar to attributes tab in database view
We use the attributes tab in database view for tracking many things and it is easy to view everything on one screen and add/make updates easily. The custom fields tab in webview is very hard to find codes because instead of being able to see every...8 Reviewed: Voting Open
-
Receipt Processing in NXT need to be the same as the Database view
Not only is NXT receipting not compliant with the CRA for Canadian charities (it is missing the field for eligible amount of gift), there are many other issues that need to be addressed if the database is being shut down by the end of 2026. Receip...2 Planned
-
Address Accelerator NXT
We just recently switched to NXT. I cannot believe the 'new and improved' over RE7 does not have the address accelerator functionality. It has been very helpful in RE7 in correcting errors and has saved us a ton of time and money on mailings. Plea...1 Reviewed: Voting Open
-
Allow us to modify gifts with inactive appeals/funds/campaigns
I can't be the only one who occasionally has to go in and modify old gifts to match current guidelines so they can easily be used in queries and reports. Having to reactivate the appeals, funds and campaigns for those gifts just to change a packag...0
-
Gift Detail and Summary Report should list the Soft Credit Name only along with the Donor, but not duplicate the gift so the totals are correct
When you run the report by Soft Credit, the total are not correct so they are counting the gift twice or three times depending on the soft credit for the gift. Running the Soft Credit by just DONOR and including the name of the soft credit would b...1 Reviewed: Voting Open
-
Please bring over User Defined Rules to NXT. We use them. I would hate to see them go.
We currently have 11 User Defined Rules set up in Database View. We want to keep this function. I hope we can use the same feature in NXT. The rules are super useful when entering a gift via batch. A rule will pop up with important information per...1 Reviewed: Voting Open
-
Gift adjustment is needed function in NXT
Complete gift adjustment function that exists in db view needs to be available in web view. Need to be able to make adjustments and view adjusted amount, fund, reason and notes.12 Planned
-
Bring back credit card last 4 digits
We need the last 4 digits of the credit card to show up in NXT to reconcile with our financial statements.8 Already exists
-
search function
When looking up a name it would be nice to be able to use the * like in database side or advance search like email or nickname to locate a donors name0