-
Add ability for Warning Prompt to Unified View Batch Entry
In Database View, batch entry has the ability for a warning popup, ie for us, when a member’s constituent ID is entered. This allows us to be flagged with particular constituents and redirect their donation to a different account. We have over 100...Reviewed: Voting Open
-
Batch Processing in NXT tweaks
Several items I've noticed that are missing in the NXT batches when compared to the OLX batching process is: There appears to be no "global change" function for campaign, appeal or fund fields. At present it seems the only way to change a field is...Planned
-
Add custom questions and text boxes
Allow us to drag in additional questions to ask constituents instead of using an outside survey and have a text box where they can fill in their answer in reply. Seamless integration instead of having to go back and forth between databases.Already exists
-
Embed attachments into RENXT emails
We often send out things like reports or external CVs to support an email, and would not want to 'host' it anywhere to create a link. It would be great if like in normal email, you can just attach a document. -
Add Fund Code ID to Webview in All Areas
This idea applies not only to online giving donation forms, but to other areas as well, such as gift entry, reviewing giving details on a donor profile and other areas. The webview currently displays only fund descriptions when working with donati...Reviewed: Voting Open
-
Please add Campaign Progress Reports to Webview
Please migrate over standard reports to Webview. Specifically, under database view, migrate over the "Campaigns, Funds, and Appeals Report / Campaign Progress Report / ACA Monthly Status Report". It is a summary report we run every month which ref... -
Filter Constituent Lists by Recognition
Description: Currently, it is not possible to filter or segment constituent lists based on Recognition/Program name. Adding this capability would allow users to easily identify and group constituents according to their recognition preferences or c... -
Search for Non-Constituent Relationship Information
When searching for a name in NXT, you are presented with the name and the address via the Omni-bar but no indication if the value being returned is a constituent or non-constituent relationship. If the record being opened happens to be a non-const...Reviewed: Voting Open
-
Creating a cash gift or updating the pledge in webview batch to handle online pledge payments with fee coverage.
The current pledge payment application process in webview batches will need to be altered before database view is sunsetted. From the knowledgebase article on pledges the current process follows: Note: In web view, the gift amount must equal the b...Reviewed: Voting Open
-
Improve functionality for applying gifts to opportunities
We currently use a query to audit gifts that might need to be applied to an existing opportunity. Doing this via batch is not always consistent or accurate as sometimes it requires going back to communicate with a fundraiser. Applying a gift to an...Reviewed: Voting Open
