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Add Filters for Soft Credits to Insight Designer
I just built a great Insight where I want my office to be able to look at Donors by their school and class year. It doesn't include gifts they've been soft credited for and that makes this terrific insight useless. Please tell me if I'm wrong and ...1
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Name merge field for marketing emails
There wasn't a category for this idea so I just selected lists (because it seems mostly related to it). I just got the marketing email function in NXT and was fooling with it. It looks like it's going to be great for us but I did notice that you c...4
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Add the GL Post Batch Number to gifts as a custom field or note when gifts are posted
The business office is often looking at past postings and they ask for the Batch number and it is not always easy to find for either the business office or the advancement office. It would also be helpful for the business office when reconciling t...0
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Add more column options for lists in NXT
The options seem limited for lists in NXT, and frequent have to go to the database view and run a query for a simple column that isn't available in NXT. For example running a list of recent gifts and making available a column for phone numbers to ...0
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Add ability to filter donors insights to create a LYBUNTs or SYBUNTs insight for use in custom dashboards
I've searched, and spoken with support, and there is no prebuilt insight and no way to create a custom insight LYBUNTs or SYBUNTs to use in a custom NXT dashboard. This is a pretty standard fundraising metric and would be very useful to be able to...1
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Actions: In Web View, filter and show a specific relationship
We would like to have the ability to show all the actions of people that are related to a specific person or relationship type.0
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Automatically display author of notes and actions
It would be helpful to filter and see who has made the latest communications or notes on a donor's record. Automatically assigning the author (as databaseview currently does) and then displaying this information in NXT will assist both fundraisers...2
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Major Gift Dashboard in the webview
I would love to be able to create a dashboard in the webview that differentiates between giving levels (Annual Fund, Mid Level, Major, Principle, ect. )1
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Soft credit amounts in NXT
In the database view a board member who gives via United Way only shows his portion of the gift. In NXT the gift amount on his record is the entire gift from United Way. When including the soft credit column it shows all the donors that have soft ...5
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Return Advocacy as an Action Category in NXT
Employing advocacy as an action category allows the user to track such efforts across categories - i.e., advocacy with the action type of cultivate, steward, etc. AND gives me an easy way to pull advocacy detail reports like we used to be able to ...0