The most recent content from our members.
As we are approaching a new FY to start sooner than later, we were thinking of converting our employee payroll deduction pledges over as recurring gifts. I think I know the answer to this already, but am asking anyways. In order to have a recurring gift, you HAVE to have a payment method of either a credit card or direct…
We have significant concerns about this change as it relates to Canadian privacy laws, best practices, and donor accessibility, which we believe must be addressed before moving forward. Our organization operates under Canadian privacy legislation and industry guidelines that explicitly advise against collecting CVV…
I'm wondering if anyone else has encountered this odd bug in NXT Web View gift batches. This is specifically for gifts in batch that are marked as Anonymous. If I click on the constituent's name and open their record in a flyaway panel, the Anonymous box (if it was checked) unchecks. Consistently. Then, when I close the…
We have a few pledges entered years back representing expected/committed revenue at the time, but for various reasons they are no longer practically relevant and we do not want payments to be applied to these pledges or for them to appear in reporting/donor analysis. We do not expect payments from these donors, or if we…
Does anyone have a really easy work around for recording preferred pronouns on NXT? I know there is an idea on the ideas bank but it feels like this one is a long way off happening and its one of many sticking points my users have for switching to mainly using NXT. It needs to be clearly visible when opening a record so…
If you’ve ever thought, “there has to be a better way to do this in RE NXT/WV,” you’re not alone. I’ve compiled 20 RE NXT ideas focused on improving database management, reporting, and everyday efficiency. These address common friction points many of us encounter regularly. The Idea Bank depends on community engagement.…
The results in address search on donations forms seems to be different than the address search when entering an address on constituent records, specifically cities. Forms will bring up one city, but entering on constituent records will bring up a different one. Am I missing something in address format setup? We also have…
Constituent Forms is a great addition, but we need to be able to add more fields to the form so that we can correctly identify alumni who have the same name. Ideally we would like to be able to add Class of, and Subject from Primary Education, as well as maiden name, preferred name and title to the form. All these fields…
How does everyone track grant periods in Opportunities? I am creating an Opportunities SOP with one of our grant managers and she mentioned it would be helpful to track grant start and end dates in Opportunities. There currently isn't a field existing in NXT, but it looks like an old database manager created a custom field…
I want to create a query that reflect donor month any year. For example, we send donorversary cards out every month for the donors anniversary gift. I wast to just show first gifts made in the month of April. But I can only create a query that reflects all gifts within the operator BETWEEN criteria. This shows gifts for…
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