Gifts to Other Organizations

Cannot add any new information to NXT in the Financial Information Summary section under Prospect Management. In database view, we can add new gifts to other organizations under the Prospect tab, but have view-only access in NXT. It is basically data entry so not a complicated task, but gives useful insight as to a prospect's giving history.

  • Guest
  • Jul 19 2017
  • Reviewed: Voting Open
Gifts
  • Attach files
  • Cherrielyn Eugenio commented
    21 Oct 07:11

    Please make the “Gifts to Other Organizations” field editable in RE NXT Webview. Right now, it’s view-only, which makes it hard to track and update. Being able to edit it would help teams work faster and improve and overall workflow efficiency, especially as teams move fully into Webview.

    Attachments Open full size
  • A.J. Beers commented
    16 Jun 16:11

    in the Prospect Management tile, "Gifts to other Organizations" ("Contributions" in Web View) cannot be edited in Web View at all, and some data does not display in Web View (i.e. Comments for these entries). With the pending shift to a Unified View, this needs to be updated to be consistent with database view. Prospect managers and researchers use this to document external gifts in the public domain which can inform solicitation strategy.

    Attachments Open full size
  • Tami Pearson commented
    June 18, 2021 15:23

    YES PLEASE! Would also be great if we could have a gift range instead of a gift amount and a date range for cumulative gifts.

    Attachments Open full size
  • Guest commented
    July 20, 2017 02:27

    Great suggestion!

    Attachments Open full size

Related ideas