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Filtering for records with Attachments in web view
Currently there's no way of filtering for records with Attachments in the web view like you can for Media in the database view.2
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Need to be able to modify Auto-Soft Credit on Relationships in NXT
If you end a spouse or organization relationship in NXT, you are unable to edit the Auto-Soft Credit checkbox, you need to do that in DB View. That has created some problems and should be available for modifying on the NXT side.0
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Annual statement by gift type/category
On the annual contribution statement, it should be broken down by gift type/category, i.e. "cash," "stock," "gift-in-kind," etc.0
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Moves Management
I would like to use Insight for Moves Management to be able to show by gift officer how long a constituent has been in a certain action status. Also, who their constituents are, yes I know that is on their dashboard page, but can it show the class...0
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Include the Tribute information from the Source Record when merging in NXT
We have looked at the NXT duplicate management tool but found that it did not merge the Tribute information when we used it. We like the look of the NXT duplicate merge tool but we have many Tributes. Without the ability to include that data, the ...0
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Create permissions for lists in NXT
It would be very useful to be able to select specific permissions for particular roles within NXT to determine what lists they could see and what columns they can see within a list. Currently, anyone with list access can view any list that isn't p...0
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"Same period" Comparison Insight
Until very recently, dashboard Insights had the ability to provide a "same period" comparison, in which you could effectively make a current YTD contribution comparison to the same period as the previous year. This was extremely helpful, as it wou...0
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More options for by batch number for gift lists
We need 'one of' and 'between' options for the batch field filter on gift lists0
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password policy requirements
please have BB set password policy requirements so that users are not able to recycle thier previous 12 passwords. Also that they can not reset thier password no more than 1 time a day.0
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Registrant Details
For events that do not require or allow a guest, have the option to remove the guest under registrant details. We have alumni who register themselves many times as a new person for every unit. We have to spend so much time cleaning up records on t...0