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Summary of Linked Gifts in Opportunities
The "amount funded" in Opportunities does not add up actual gifts linked to the Opportunity. It would be great to have a quick view of the total amount of gifts actually linked to the Opportunity, especially for opportunities that have many smalle...0
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Hide inactive attributes in NXT
We have MANY attributes that are no longer useful to our organization and I'd like to declutter the Custom Fields box on constituent records. Reorganizing the list in database view is too time consuming.0
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Correct the double counting of planned gifts and realized revenue for living donors on custom insights
The prebuilt insights properly exclude planned gifts that have realized revenue, so that the revenue is counted and the gifts are double-counted. However, when building custom insights, these amounts are double-counted unless the gift is ALSO mark...0
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Giving statements should display funds regardless of if they are marked active or not
When producing a giving statement in webview, any gift line items that were made toward a fund that has been marked inactive do not display the fund. You will still see the gift, but in order to see the fund allocation as well, you need to un-mark...0
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Maintain "Include inactive" checkbox in Opportunities tile for all records viewed as default
When you click on the "Include inactive" checkbox in the Opportunities tile, you are able to view all opportunities for a constituent. This is important for fundraisers to see all major asks made to a constituent even if they have been coded as in...3 Reviewed: Voting Open
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Web view Actions should automatically show the author as they do in Notes
Notes automatically "assigns" the author but Actions requires a drop down menu and selection of a "fundraiser" to capture the authorship. Yes, I'm aware that you can discover who entered the Action by following a tedious multiple step process via ...2
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Include a unique identifier on BBMS disbursement reports and link to gifts in RE
There is a NXT Gift transaction ID available in web view and also in the transaction reports in BBMS. Please include this or another unique identifier in the BBMS disbursement reports, and allow it to be included in a gift export from RE (database...1
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Include Last Logged On information in Security
Helps to understand if users are grasping the system and have logged in or are struggling and have not logged in.1
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Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record
We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total g...0
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Custom Ask Strings or Ask Ladders
Ask Strings or Ask Ladders are very important in direct mail and email fundraising. Currently there is no way to automate this, and we have to create custom ask strings manually with every mailing, and can't include it in the emails we send at all...0