Add Giving Prefrences Via NXT

Under Prospect Management I love that I can now see giving preferences via NXT but because these are things our solicitors may adjust after visits it would be nice if we could add or subtract in the NXT view.

  • Beth Martz
  • Nov 10 2016
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  • Gloria McCartney commented
    March 02, 2023 09:31

    Being able to update giving preferences in NXT/ philanthropic interests in database view would be extremely useful. Fundraisers are using NXT and it's adding confusion needed to go into DBV to update this one section.

  • Kim Kinne commented
    August 23, 2022 16:20

    Yes! We are new(er) to NXT and I'm trying to encourage people to use the giving preferences in Webview and it's really frustrating to not be able to do anything with them!

  • Guest commented
    December 13, 2021 16:59

    Cannot agree more with my colleagues. This feature should be added in NXT now.

  • Guest commented
    April 29, 2021 16:14

    It makes NO sense that Giving Preferences cannot be updated in NXT. The fundraiser is working with the donors and needs to be able to execute this on the fly.


  • Emily Toalson commented
    November 18, 2020 19:20

    As a major gift officer who routinely updates records in my portfolio, I could not agree with Mary Ann's comment more.

  • Mary Ann Coyle commented
    November 18, 2020 18:52

    This is a must have for fundraisers who update the records in their own portfolios. All major giving functions need to be accessible through web view.

  • Stephanie Miller commented
    June 08, 2020 02:13

    Totally agree with Nancy's comment.

  • Guest commented
    January 30, 2020 12:04

    This would be extremely helpful!

  • Nancy Sprowls commented
    June 11, 2019 13:33

    Yes, Major gift officers need this capability. They use NXT exclusively and it's not practical to email someone else to add this for them

     

  • Kari Stauffer commented
    January 17, 2017 17:07

    Yes, please!!!

  • +1