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Add 'Roll Back' option to Recurring Gifts on NXT
Only 'Skip Next Payment' option is available. Both option are available on RE, it is important to have them both on NXT too.
Created 17 Sep 03:28 by Guest
Gifts
1
Reviewed: Voting Open
3
Vote
RE7 Admin - Globally Add Records
When will the Admin functionality be available in NXT? I noticed when I globally added an action to a group of constituents the only thing that is recorded in Notes & Action in NXT is General - Email (Assigned to Stephen Covello) 8/1/2019...
Created 01 Aug 17:02 by Guest
Actions
0
Reviewed: Voting Open
4
Vote
Business Email under Primary business show on NXT
We add the constituent's business email address to their primary business record but it will not show up in NXT. When we add the business email address under the email tab on the Bio 1 screen - it does show up in NXT. It would be nice if the busin...
Created 12 Jun 20:00 by Gail Dancer
Relationships
0
Reviewed: Voting Open
3
Vote
Add ability to add / edit Primary Employment in NXT
Add ability to add / edit Primary Employment in NXT
Created 30 Jul 21:53 by Guest
Constituents
1
Reviewed: Voting Open
1
Vote
Event Preperation
It would be so helpful if we could pull a list of event attendees for our solicitors. This list would include their photo from their record header as well as their Full Name, Spouse Name, Current Employment, and Last Gift Fund. This would be incre...
Created 03 Nov 14:24 by Gianna Gordon
Events
0
Reviewed: Voting Open
3
Vote
Better filtering / prioritizing custom fields
Right now when you add a custom field in the RE NXT web view it automatically is added to the end of the queue. Clients would like the ability to prioritize how they are shown on the tile, e.g. by newest, oldest, alphabetical by category AND /OR t...
Created 29 Jul 20:17 by Heather McLean
Constituents
0
Reviewed: Voting Open
3
Vote
YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.
Created 29 Jul 16:24 by Victoria Schonfeld
Reporting and Analysis
1
Reviewed: Voting Open
4
Vote
Better Management of Parent/Child Addresses for Alumnae Organization
We are an all girls school and I wish we had a function or tag for addresses for head of household like you have with Spouse Records. I have had to develop mailing attributes to accommodate the issue of the children living with the parent. We only...
Created 07 Jun 19:42 by Guest
Constituents
0
Reviewed: Voting Open
1
Vote
Remove Deleted Ratings Categories as Options in NXT Lists
We cleaned up our old ratings and deleted several categories. However, some of them are still available as filter and columns options in Lists. We'd like staff to be able to create their own lists without getting confused by options that no longer...
Created 02 Nov 22:00 by Russell Presgraves
Lists
0
Reviewed: Voting Open
3
Vote
Be able to enter fund/campaign/appeal by code in RE/NXT
Unless I am doing something wrong...when entering a gift in a constituent profile, as I am tabbing along fields,I have to open the "search for appeal" etc rather than being able to add a code.Being able to tab along those fields and enter the code...
Created 24 Jul 13:07 by Laurie Schaefer
Gifts
0
Reviewed: Voting Open
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