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Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...Planned
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Can I automatically split a gift by percentage in batch?
I would like gifts entered in batch to automatically split a percentage of the gift amount to a separate fund. For example, I need 10% of each gift allocated to a sustaining fee fund and the remaining 90% allocated to the donation fund. Is it poss... -
Gifts Committed and Gifts Received buttons when selecting gift types in query
In web view, it would be fabulous if there were options in query to be able to click a button for "gifts committed" or "gifts received' and all gift types (as defined by the organizaiton) would be automatically selected in query when selecting cer... -
Giving preferences - add fields for date and added by - maybe comment too
As interests change, to make this data more useful we need to know the date it was entered and by whom. A comment field would provide the needed background for why the donor is interested in the underwater basketweaving fund. Want to keep interest... -
Repeat
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Config multiple Opportunity types eg. MG, GIW, EOI
Allow administrators to config multiple Opportunity types: GIW, MG, Mid, grant EOI. We need specific fields and code tables related to the opportunity type. -
Allow better filtering for export of Opportunity info
In DBV, the only way to select which Proposals to export is to filter based on Purpose. We should be able to filter on more than just that field. -
Add digital cards available for download when donors make a gift in honor/in memory of someone
Other nonprofits have digital cards available for the donor to send to the honoree of a tribute or memorial gift. It would be great to have this as an option on NXT giving forms, the donor can fill in the email address of the honoree and they woul... -
Event Security - add non-constituents should not need Add Constituent security access
NXT security for adding Event non-constituents should not require the Add Constituents security from database view. It should be granular enough to allow those individuals managing the event to add guests as non-constituents but not add full const... -
Improve NXT settings for multi-language users
I am an NXT user and have some responsbility for database queries, exports and reporting in my team. I am also using Microsoft and my browser (Chrome) in the primary language English (UK) and secondary Spanish (Spain). I need to have two languages...
