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extend deadline of database view support to 1 yr after all planned pieces of database view have been created and rolled out for all in NXT unified view
It's difficult, if not impossible, to move over processes when key pieces have not yet been built out or released in unified view. Key pieces like import, export, security rights, etc. - all KEY essential pieces for DBAs - have not been created, m... -
Move delete constituent option away from editing constituent codes
I was editing constituent codes on a record and my mouse slipped to "delete constituent." Those two features should be separate. You should never be able to accidentally click on "delete constituent"! -
confirmation pop up before deleting contact info
The delete and edit buttons are small and adjacent so it is easy to accidentally hit delete rather than edit. There should be an "Are you Sure" pop up before the system deletes address, phones, emails. -
All payment methods need to be available for all gift types
It appears that only Credit Card and Direct Debit are available for recurring gifts. We will need "Other" (they're payroll deductions) added, but arguably all payment methods should be available for all gift types. Appreciate the consideration -
Add Planned Giving Reports to Webview Production
The Planned Gift reports are not currently planned to be brought over into webview. However, we use them monthly to report to finance what is and isn't realized, what the over-payment is (i.e. expected $5K, estate sent $6K) as well as what the pro... -
Add credit card fields to web view batch templates
In order to batch credit card transactions processed manually/not via an online giving form in web view, fields for Credit Type, Expiration Date, and Authorization Code need to be added to batch templates in web view gift management. -
ALLOW US TO COPY EXISTING EMAIL RECEIPT TEMPLATES
PLEASE ALLOW US TO BE ABLE TO CREATE A COPY OF AN EXISTING EMAIL RECEIPT TEMPLATE. RIGHT NOW THIS ISN'T POSSIBLE AND WE HAVE TO START A NEW ONE EACH TIME WE CREATE A NEW TEMPLATE WHICH TAKES UNNECESSARY TIME! WE HAVE TO CREATE FORMATING, CHANGE FO... -
Batch Approval Needed in FE NXT Expense Management
The current Expense Management workflow requires each credit card transaction to be submitted and approved individually, which creates unnecessary administrative work. We would like the ability to submit and approve multiple transactions at once d... -
Reports Filter Should Sort Fund by ID Not Alpha
In Report Filters in Database View, Funds come up sorted by ID, not alphabetically. We need them to come up that same way in Webview. -
Automatically generate Batch Control Report on Gift Batches
When approving a batch in DBV, the Control Report automatically generates upon batch approval. In NXT, you have to manually trigger it, wait for it to be created and then go download and save it. These are extra steps that do not go along with the...
