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Filter Control Panel -> Security -> Users by NXT product affiliation
We use FE NXT and RE NXT and there are 2x as many FE NXT users as RE NXT. It's confusing to scroll through the list to verify new RE NXT permissions (like when events is introduced) to make sure all the RE NXT users have been assigned, when there ...Reviewed: Voting Open
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Upload a list of Constituent IDs, link it to the data in RE (add columns and have the data fill in), and then export the new list
Reeher has this capability and it is very helpful.Reviewed: Voting Open
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Send total giving for calendar year by email
Instead of sending out total giving for tax purposes at the beginning of each calendar year, it would be great if it could be done through email. Everyone who gave a donation would receive an email thanking them for a total amount give during the ...Reviewed: Voting Open
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Update Lifetime Giving in NXT in real-time after merge
Update Lifetime Giving in NXT in real-time. Lifetime Giving currently doesn't update automatically after merging constituents including gifts. It takes a few days for the giving to update; would be helpful to have it update immediately after a merge.Reviewed: Voting Open
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2 step verification for logging into database or NXT
most online software/programs offer 2 step verification due to hacking & malwareReviewed: Voting Open
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Pre Made Report that separates Restricted and Unrestricted Gift Totals per Constituent Portfolio's
It would be useful because it gives a fundraiser the ability to instantly have an idea of their unrestricted dollars vs those funds that are restricted.Reviewed: Voting Open
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Add a way of converting a campaign into an appeal.
If an appeal is incorrectly entered as a campaign (instead of as an appeal), there is not a way to change that data.Reviewed: Voting Open
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See $ or % difference between current and previous year in year (In year to year comparison)
So people don't have to do the math manuallyReviewed: Voting Open
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Fundraising Reporting Overview - "Total Past Due" creates list that is missing the installment amount
When clicking from Fundraising Reporting - Giving Overview into the Total Past Due amount it creates a list that has no way to view the installment amount that is overdue. It shows the full pledge amount and the remaining balance due but you have ...Reviewed: Voting Open
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change the font and color in RE
I would like to change the font and color in RE. I want to change the font of the information of the donors (name, address, phone, etc)Reviewed: Voting Open