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Add the ability to view certain criteria in donor's record when adding a gift in batch. In database view you can do that by going to Define Constituent Field under the Constituent tab.
No description provided2 Planned
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Ability to link memberships in batch gift entry
Would allow for faster processing and functionality of the program. We currently have to link memberships one by one after entering the batch of gifts processed through our NXT online giving pages11 Planned
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Make list of opt-outs clickable - To open the constituent record
I noticed when viewing the list of opt-outs or bounces in the Marketing-Email, there is no way to click on the record to open it to update the email as needed.0 Planned
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Add Fund Type to NXT Analyze (all Analyze views)
We are implementing RE. Since we participate in the VSE report, we will use Fund Category for the VSE/CFAE codes. We also base reporting on our units (colleges/departments) and need to be able to analyze all giving from this perspective - using th...10 Planned
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Add better de-dup functionality to query output
In using query, I'm receiving multiple duplicate results in my output. I know this is due to requesting criteria of Pledge Payments during my date range. I have selected "Suppress Duplicate Rows" in my options, but that is not solving my issue. I ...2 Planned
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Add and Edit Gift Notes
It would be nice if program staff could add notes to gifts in webview. Related to that, add more permission levels so that those staff are able to edit gift notes but none of the gift information. This would add more detail and context for othe...7 Planned
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Add option to defaults for batching in RE NXT
the option for assign default values in batching is very valuable in RE7. With the volume of donation processing, it is not feasible to switch to gift processing in NXT until there are defaults available3 Planned
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Ability to filter Portfolio by fundraiser type
Currently I have trouble with identifying portfolios for fundraisers with the current setting being any active solicitor record on RE Classic. It would be better to allowed in the control panel as a Data Manager to be able to set the solicitor typ...2 Planned
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We would like to see the Education Class (primary or non-primary) as a Attribute in Insight Designer
As a school, many insights are broken down by Class Year so, Primary Class of would be a necessary attribute field to replicate many of the reports that come with the Alumni Module in database view.3 Planned
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Auto-generate receipts for monthly gifts
We have hundreds of monthly donors and a number of them would like to have monthly receipts of their gifts. As a donor to another organization, I know this is possible on other platforms because I get a receipt monthly for my gift via email. Perha...4 Planned