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Security options when exporting RE NXT insights
When exporting an insight to excel, add an option to lock the "export insight data" to keep the filters locked to preserve the security of the data if filtered by security group user.0
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Globally delete or mark as invalid specific phone types by using a static query of ids
We received a file with bad email addresses. It would be nice to have an easier way to mark them as invalid or delete them from the constituent record(globally change) without having to export the data and then import it back.0
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Keep the notes active when hovering over one note in the list of actions
It would allow me to read all of the note, before it disappears, which causes me to have to re-open it, when there are many long notes, this becomes quite problematic0
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Ability to lock fields in Webview e.g. Summary Notes field
To allow certain teams access to different functionality to ensure compliance across the database.0
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Make “Funds” in “Giving History” Tile within in record “hyperlinked”
When looking at the “Giving History” tile in a constituent record, it would be nice if the specific “Fund(s)” were “hyperlinked.” Right now, only the $ is a hyperlink. And why isn’t that tile have a side-to-side scroll bar anymore?0
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Adding card type as a field on the checkout screen
It's very useful to have Card Type for us to check with supporters/stakeholders or do data analysis/report as we do now database view. Hope NXT created gifts keep the same function.0
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Individual Output of Gift Detail and Summary Report Pulled from Multiple Constituent Query
I have a list of approximately 250 donors who would like an annual receipt. We sent a thank you letter with a total, but would like to include an itemized gift summary with the letter. An easy way to do this would be through the Gift Detail and Su...0
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Add a way to upload interactions to multiple accounts at one time.
I currently have to individually add 200 interactions for a letter we sent out.0
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NXT Report Builder and Insight - keep blank instead of "Empty Value"
Trying to show Gift Subtype in our insight. If the Subtype field is blank in RE Citrix View (correctly) then in NXT reporting it shows "(empty value)" instead of being blank. We want fields that are blank to stay blank, and not physically say "emp...0
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Overview Actions Panel should correctly show Upcoming count based on filter range chosen
Often I see where the menu header will show a number of Actions, but when I look in the panel lower on the Overview page, there it will show zero for Upcoming. When I click on that number, I see there is a filter set to One Week. Although I can ch...0