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Business Rules to be linked to Alerts
There are Important Notes for Constituents that Pop-up for end users and it should be linked to Alerts in NXT since most of our users are only have access to NXT.0
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Allow for Documents uploaded to NXT to be viewed in the database view
My job is to manage our database, enter gifts and run reports.It is our practice to upload documents such as pledge commitments or grant agreements to the media tab on a constituent's record. However, if I upload it in NXT where it will take the e...2
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Soft Credit NOTES and ACTIONS just like you can with GIFTS!
Soft credits are GREAT! Why limit soft credits to just gifts?? We would like to be able to soft credit things like constituent notes, constituent actions, maybe even constituent attributes and media, to another record. It is such a hastle to add i...1
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Add a multi year Proposal to constituent records
It would be great when we have the possibility to add multi-year proposals, so that expected gift amount will be split in (for example) 5, when a 5 year pledge is expected.0
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Need the option of chosing the donor before the records are created in NXT.
If a donor uses an alternate email address or a work address when using our NXT form, NXT automatically creates a new record, which makes too much of a workload for us to clean up. Not to mention, it misrepresents the total household giving if the...0 Planned
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Allowing one action to be linked to multiple proposals/opportunities
In one meeting, a MGO can discuss multiple proposals. When writing that contact report into an action on RE, you can only link it to one proposal or opportunity. However, this contact report might share movement about a planned gift AND a major gi...1
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Globally Add, Delete and Change option for Consents
Currently Consents tab is not available under the globally Add, Delete, and Change function. It is critical to have this option since we are using for GDPR opt-in, opt-out, and legitimate interest.0
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Ability to add an attachment to an appeal
Currently, only appeals that have revenue have the ability to attach documents. We often send out an appeal that doesn't result in any revenue. However, we still want to be able to attach what the letter/card/magazine looks like to that appeal, bo...1
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Integrations: AP Vendor address change in RE syncs to FE
It's a manual step. If I update an AP Vendor address in RE we then have to log into FE and do the same thing. Enabling the addresses to sync/link increases accuracy and efficiency. Hoping since address syncing is a feature between RE and GE-GrantE...0
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Global Change of Consent Categories
If consent records are added in bulk and a mistake is made, there is no way to globally change these records other than deleting them manually and importing again. This is impossible for large imports. This would be much easier if global changes c...0