Please bring over User Defined Rules to NXT. We use them. I would hate to see them go.
We currently have 11 User Defined Rules set up in Database View. We want to keep this function. I hope we can use the same feature in NXT. The rules are super useful when entering a gift via batch. A rule will pop up with important information pertaining to the donor or gift being entered.
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Guest
- May 19 2025
- Reviewed: Voting Open
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- +49
Related ideas
Yes, these are important to our organization as well. Please move them over or allow us to create them on the web view.
It would be great to see this come across to NXT - espeically since alerts are available. To have the option to create user defined rules based on queries would ensure my users/team have the most important information at the top of the profile.