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Pop up Solicit Code when adding action
This way, if we add an action for a Phone Call or a Mailing, the solicit code will pop right up and say "hey, this donor doesn't want that, probably shouldn't add it".Reviewed: Voting Open
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Add AskStat (Proposal Reasons) to NXT Opportunities
Migrating the AskStat (Proposal Reasons) field to NXT will allow fundraisers to track where they are within the cultivation and solicit phase (PStat - Proposal Status) of the opportunity. For example, it allows fundraisers to report on if a propos...Reviewed: Voting Open
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Action Lists Updates
This idea has a few requests to make action reporting better. Allow lists to be emailed to fundraisers just like the analysis reports When exporting to Excel, include the summary and notes section In the list view, allow us to see the summary an...Reviewed: Voting Open
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Ability to download multiple attachments in a constituenr record at one time.
Our end users would like the ability to download more than one attachment in a constituent record at one time, instead of having to do each one separatelyReviewed: Voting Open
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RE NXT Online Donation Form Split Screen
Would it be possible to do something like a split screen in the RE NXT Online Donation Form. Specifically the image would appear with the descriptive text next to it. So a side by side view rather than the above and below that exists now.Reviewed: Voting Open
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Add Organization field to an Individual Constituent Record
We have all our individuals linked with organizations, but it would be so much easier to also have an "organization" field on Bio 1 so that when I open records, I can clearly see where they work or what org. they're affiliated with (without going ...Reviewed: Voting Open
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We require a configuration table for Automated Recurring Gift Declines to control hard v. soft bounce
I would like to be able to determine for each bounce reason whether it is a hard or soft bounce. Specifically, "Do Not Honour" often is processed on subsequent attempts.Reviewed: Voting Open
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Want to be able to choose more than one date in an Action list filter
I think the fact that you can filter by "this month" and "next month" in the Actions Lists are very helpful but I need to be able to choose more than one at a time. Our Major Gifts officers want a List that shows them the upcoming actions that the...Reviewed: Voting Open
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Add additional channels for email marketing
We continue to use Campaign Monitor because we have multi-channel communications: VIVID: The University newsletter for alumni and friends Alumni Affairs and messages from the Alumni Association Advancement: supporting the University's commitment t...Reviewed: Voting Open
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Refresh Tags more often
At the moment tags seem to refresh in the mid morning in the UK which means that some of them are out of date when we first log into NXT. The worst culprit is no contact for all of our donors that we thanked the day before! It would be really help...Reviewed: Voting Open