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We Need More Customization/Filters for Tax Statements in NXT
The ability to send annual tax statements via email in NXT is an excellent and highly valuable feature. However, the current limitations around filtering and customization make it difficult — and in some cases impossible — for organizations with c...Reviewed: Voting Open
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Carry over to webview existing business rules from Database View
We have many business rules set up. One of the most important ones is that when I mark a constituent deceased, a record is created for the spouse and all gifts are then soft credited to the new spouse record.Reviewed: Voting Open
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Custom Field Default in NXT
Please allow the Custom Field to be selected as a default option in NXT Gift Batch Template.Planned
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Bring PDF pledge reminders to web view
I see ideas for emailing pledge reminders but not for PDF pledge reminders. Please bring these to web view. We would want them to work like database view, where the reminder is recorded on the pledge when the PDF is generated. In addition to PDF r...Planned
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Allow copy/paste from any field.
Make it possible to copy/paste data from any field. Currently I can't even copy a constituent's phone number to paste into the chat to send to my director when she asks. Also I can't copy an address block to paste into Word to print a one-off enve... -
Email Groups
Group email types: Programs, newsletter, Advancement. When someone opts out of a donation request email, but they need to receive program emails or might want to receive the newsletter, but not donation opportunities. It would be nice if we could ...Reviewed: Voting Open
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Have the alert banner on constituent records in webview visible in the Giving History/Work with Gifts Area
In database view the annotations (alerts in webview) pop up every time you open a new item from a constituent record. This includes when you open a gift or add a new gift. In webview it's much easier to miss these alerts, especially if you've alre...Reviewed: Voting Open
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Allow for alphabetizing name format selections
PLEASE allow for sorting Name Formats alphabetically. There are soooooo many oddball combinations available, and it would be so much faster to select the appropriate name formats for "addressees" and "salutations" if they were alphabetized. Even b... -
More flexibility in query filter for Gift Status Date (more ranges for "equal", one of" and/or "greater than or equal to")
Gift status date for pledges and recurring gifts is an important gift query criteria for data checks, especially as more donors may edit their recurring gifts through the donor portal. To have a reliably usable query to find RECENT status changes ... -
Change the action visual back to how it used to be
Noticed on Friday that the layout of the window to add a new action has been changed. PLEASE CHANGE IT BACK! The font is too small, everyone hates it, and increasing the zoom on your browser does not help. This is a huge accessibility issue, espec...
