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Allow the "on behalf of an organization" checkbox to be defaulted as Checked
We have an event where the majority of registrants are organizations. However the people doing the registration may forget or ignore the "on behalf of an organization" checkbox.0 Reviewed: Voting Open
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Fix NXT Insights "same period, previous year" Function
When building a Custom Insight in NXT report builder and selecting to compare the data to "same period previous year," drilling into the previous year renders a blank fly-out wheel. This is only an issue when the insight is built to display the da...0
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Portfolio Printing
Fundraiser's should have the ability to print their portfolio based on filters with RE Id's.3 Will not implement
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NXT Phone Comments
Husband/Wife Record - no way to determine which number/email belongs to whom. ALSO - Comments used to show how info was gathered...online search, gift documentation, registration, etc.0
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Class Year and Specialty
We are a University and in RE 7 there is a section for class year and specialty write in the constituent information field. It would be great to have this as a column or option to search by. We are pulling lists in RE NXT but they don't work becau...0
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Allow security on specific lists
It would be nice to be able to only set the security on a list based on a role or user. We have a user that we would only like to provide access to attribute specific data and nothing else. If I create a saved list, he would be able to see all the...0
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Allow notes from Database View to be visible in Webview
As part of our annual Major Donor solicitation planning, we put in a single proposal that may involve multiple ask components so that we are approaching donors with a comprehensive annual giving plan. For example, we might be asking a donor to giv...1
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Don't Round up Life time giving in lists
When I create a list in NXT I want exact information displayed because my fundraisers might not go into the record to drill down0
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Automate workflows to activate upon a certain date or event.
I would love to be able to set a workflow to send an automated email to individual constituents on the one-year anniversary of their last gift asking for a renewal. Currently, there's no way to select a custom date or passage of time to activate a...0
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Ability to restrict user access to database view
It would be great if I could restrict all of my standard users from being able to access Database View, leaving them just RE NXT web view. Most of my users only need RE NXT but are going to DB view because it's similar to our previous environment.0