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…
What is the best/easiest way to run a report of current recurring or pledge pay gifts that are set up and "Active" in NXT to see the start date, end date, current schedule, etc - this seems like it should be reportable in an easy way?
If there is a credit card stored in NXT on a recurring gift and the donor asks you to charge them for another gift, seperate from this recurring gift and use their "card on file" (similar to how the credit card was stored in Bio 2 in database view - is that something we are able to do, if not, will that be an option in the…
Anyone run into one of these? Seems to only work on query when I have summary fields used. Support did not recognize the Job ID and has not been helpful in identifying a possible cause. Not sure the Job ID is helpful… An error occurred. Copy the ID and contact Support. Job ID: XXXXXXXXXX
Has anyone connected NXT and Claude together? I am curious how it's working, is it worth it? Did you put up safeguards? Any advice prior to making the connection? Also, who was able to support you as we are getting the following error when doing it?
From the FENXT web view, we need to be able to export Bank Reconciliation in Excel format before closing the bank reconciliation for the month. This is very important as I have transactions imported from Raiser's Edge that we need broken down by project ID in the operating account, for reconciliation purposes. Hence, I…
I haven't seen this discussed on here before so I'm wondering if it's just me or something I am doing to cause it. When using the post utility in NXT, the transactions in the journal entry are not organized as a typical JE should be with corresponding debit/credit entries together on back-to-back lines. Put simply, they…
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…
Our Stewardship team is wanting a way to track tasks for recognition, such as removal of signage or due dates for various tasks. We had told them to use actions in RE NXT, but they seem reluctant and want a way to see 'the big picture' a month or so at a time. I thought perhaps a calendar could be connected with power…
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