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Make All Actions Viewable In Webview
I realized that actions for Events and Appeals are not viewable in Webview. Can we make this a thing? We have staff who use this function to track action steps, to dos, etc and this would be helpful.2
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Ability to delete Summary Notes from NXT
Currently summary notes can be added underneath a constituents name in NXT, however they can only be deleted from within the database. The ability to delete these from NXT view would be helpful.2
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Expedite loading of list records when scrolling.
One of the most frustrating aspects of working in lists is the pause as each tranche of records is loaded as you scroll. Depending on your broadband connection speed, this can leave you sitting for several seconds to an eternity while the next bat...2
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NXT Outlook Add In Should Search Spouse's Email as well
Often times we communicate with the spouse of a constituent - we'd like to be able to use the NXT Add In to enter the action but it won't "find" the record because the spouse is not a constituent. It should search ALL emails in the system and give...0
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Data sort Giving statement filter results
Currently I cannot data sort the results in either consolidated receipting or e-receipt in any way other than the default (currently Total Giving Amount). Please allow us to sort the results by more of the columns.0
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Enable filtering in Analyze by Group or by Query
I'd like to be able evaluate performance in Analyze by a query group. For instance, I am less interested in seeing retention of all donors than I am of seeing Major Donor retention or retention for those assigned to a solicitor.1
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Be able to filter on the description and not just the category in Custom Fields
We have all of these great tools in traditional RE. In Attributes/Custom Fields I'm able to create a category for things such as Consecutive or Sustainer Giving and use it for multiple FY's instead of making a new category for each year. I'm able ...0
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Include Gifts in Kind in the consecutive years giving total on the NXT Giving panel
Since gifts in kind are donations, they should be included in the consecutive years giving on the NXT Giving panel - not just monetary gifts.0
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Drive alerts based on queries
We have annotations pop up when you open a constituent record, would be good to have showing in 'summary' under constituent name. e.g. 'Board member'; 'this constituent is a major donor' etc.3
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Add position title to minimized view in relationships
It would be helpful to see the position title within relationships in the minimize view instead of having to expand the tile. We use a more overarching relationship type like executive or employee and use position title for the detail. We don't wa...0