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Send an email directly from an Action type of Email
We need to be able to send an email directly from an action so that the email is documented in the note section of the original action or as an attachment. Currently an action can be created from clicking an email address but we need to have the e...0 Reviewed: Voting Open
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Customize "lapse" tag to allow for filtering on fund or other criteria
The "lapse" category of tag would be incredibly useful if we could filter what gift it's counting as the last gift. We represent 6 schools and have 7 fund/BBMS accounts. This only works for us if we are able to see their lapsing status with regard...0 Reviewed: Voting Open
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Default in Lists for constituents without primary phone/email.
I recently learned that when you run a list and a constituent does not have a primary phone/email marked the constituent summary and resulting export may pull in phone numbers/emails that are linked to different constituent records. Without a prim...1 Reviewed: Voting Open
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Fix is needed for "UTC" time zone date issue between BBMS and NXT
Please do something to fix the "UTC" time zone flaw in NXT. By not having the transactions in NXT match the same time zone as the transactions in BBMS, it is causing our finance department to have difficulties with reconciliation.0 Reviewed: Voting Open
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Approval for JustGiving fundraising pages
We would love to have educators use JustGiving for their classroom fundraising projects, but we need an approval process (principal, etc) before a project could go live. This would be a great addition.0 Reviewed: Voting Open
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Click to Create Contact in Outlook
It would be great to have the ability to automatically create an Outlook contact by simply having a button that will download directly from a donor's record. This will save time having to input data twice (once in NXT and once in your personal con...0 Reviewed: Voting Open
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Tabs for the different payments in BBMS
It would be helpful to me to have separate tabs for each type of payment. For example, credit cards and debit. I download them into two different batches since the funds come in on separate days. This way I could have all debits process together a...0 Reviewed: Voting Open
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Upload gift batch receipts to the batch itself instead of individual gifts
Our organization finds it very time consuming to scan and add back up to individual gifts. We would find it very useful to have the ability to scan back up in it's entirety and add it to the batch detail.0 Reviewed: Voting Open
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Confusing to have the RE batch number different from the FE batch number
Would facilitate reconciliation between the development department entering gifts in batches and the finance department tying those into the financial statement postings.0 Reviewed: Voting Open
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We need a way for canvassers to be auto-populated when adding actions using Outlook Integration.
All of our email actions added to NXT via the Outlook Integration feature have been added without canvassers. We need a way for canvassers to be populated when adding actions using Outlook so that we don't have to go in an manually add them afterw...0 Reviewed: Voting Open