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Pledge Payment in Donor Portal
There is currently no way to process pledge payments via credit card or ACH that isn't a manual lift. This portal seems to be the perfect solution. Can we add "pay my pledge" on the portal?2 Planned
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When a query is opened and then closed, please have the previously opened query selected in the list
When a change is made to an existing query and then the query is closed, there may be doubt about whether the correct query was modified. When we return to the list of queries, the previously opened query isn't selected, so we don't know if that w...0
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The ability to add an attachment to a completed Action in NXT.
If someone else created an Action in NXT, then I have an attachment that pertains to that action, it would be nice to have all that detail together. Right now, I have to just add it to the Attachment section located away from the Actions section.0 Reviewed: Voting Open
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Reuse workflows on same constituent
We often have the need to add the same workflow on a constituent. Currently, I have to name workflows 1,2,3, etc. so that I can reuse the same one. It would be nice to have the capability to see the pop-up that the workflow has already been used b...16 Reviewed: Voting Open
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NXT Home Page Set-up like the Database view with it's own category.
Can the NXT Home page be set up like the Database view, with (Home, Records, Query, Export, Reports, Mail Batch, Admin Config, Dashboard), etc.1
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Stop credit card updater from changing card data on historical pay-cash gifts
Currently when card details are updated by the CCU in BBMS, the changes are pushed through to all of the old pay-cash gifts associated with that card, as well as the Recurring Gift. This is incorrect and bad for data integrity, troubleshooting and...2 Reviewed: Voting Open
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Address, Email, Phone Attributes to consider migrating in NXT View
Please consider migrating additional attributes, such as the data last changed and comments fields to the NXT web view soon. We depend on these fields to note changes that occur to the record over time, and they're very helpful for research purposes.2 Reviewed: Voting Open
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Add Addressee/Salutation to RENEXT List Column
It is so easy to pull lists, but you can't use them for mailing purposes then because the list doesn't have all the appropriate fields.9 Reviewed: Voting Open
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Portal in NXT exclude non-gift transactions
In order to use the portal we need to be able to filter out non-gift funds. IE if they sign up for an event we don't want that to show in their giving history or their total lifetime giving. Those are not donations but rather transactions. Or it w...1 Reviewed: Voting Open
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Look up a fund in NXT
The only way to look up a fund is via gift on the constituent record. In RE7, you could access funds directly.10 Reviewed: Voting Open