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Viewing different Campaigns when selecting Pledges to Pay in Web View
I believe it is essential to show the different Campaigns when selecting what pledges to pay on in web view gift batching. We have multiple Campaigns where I work and there is no better way to be able to differentiate the Campaigns other than to l...0 Reviewed: Voting Open
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Make Custom Fields Sortable
When viewing custom fields in NXT (Attributes in RE) it would be helpful to be able to sort them in different orders so that I can immediately see what I need rather than scrolling through many to find one most relevant to the constituent.7 Reviewed: Voting Open
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Show the Note Author
The notes section on NXT MUST show the note author. When you have multiple people who have contact with a donor, the only way to know who wrote a note is to go into database view. This is critically important if you need to ask the note author a q...7 Reviewed: Voting Open
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Merge Query in web view suppresses inactive automatically
I am doing merge query of two constituent queries for the first time using "OR" operator. Then from database view used export to build a list. I found that some records were not in the export of data - at first thought it would be head of house si...2 Reviewed: Voting Open
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Make the GL date in gift records in web view editable like it is in database view
This is how we do financial reconciliation (we leave gifts unposted). We need to be able to access and edit the GL date from the gift record, like we can in database view, and ideally it would also be possible to make this change from the query re...0 Reviewed: Voting Open
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Prospect Insights - ability to review spouse data together
When reviewing a prospect's scores and wealth data, it would be helpful to see information about their spouse at the same time. That way, you can make qualification and assignment decisions for both members of the household at the same time.
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Reviewed: Voting Open
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Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.10 Reviewed: Voting Open
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Add/Edit Columns in NXT Batch
It would be nice to have the ability the add/remove columns in NXT Batch as we can in Database View.1 Reviewed: Voting Open
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Spouse name for local non-constituent records needs to be optional
Nonprofits need to have the option of not entering a spouse first name for a non-constituent (local-only) spouse. For example, we have a situation where we are not sure what a spouse's first name is. Actually, it is a matter of some debate that it...0
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Add Marketing Source Code to API
We use marketing source code on almost all of our gifts and would like to see it as a field in the API so we can use Omatic to import this information.0