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The ability to add a total for a column in a table created using custom insights
I have created a custom insight to show the amounts asked for and funded on opportunities. I have also included a "Balance" figure in the table to show the difference against the two per opportunity status, but I can seem to add a column total for...0
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Filter by open constituent codes
When you filter a list on constituent code, by default it shows cponstituents who have that code with a Date To as well. I would expect the list to only show constituent codes without an end date. The way it works now these lists are useless.2
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Make Work Center Past Due Actions summary reflect only actions assigned to fundraiser
In an organization where different "fundraisers" work with constituents (for us that means actual fundraisers and field organizers), the current "Past Due Actions" total in the Work Center Summary is not helpful. It counts all past due actions for...0
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Participant Info in Events Module should function as an attribute like in database-view
Participant options in webview is not the same as participant info in database view and does not write from one system to the other. There is currently no way to report or query on participant options.0
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Add the option for a Home Page Constituent Action reminder
NXT lacks the option to have a Constituent Action reminder set up on your home page. Only having the option of the reminder being sent to your calendar is not ideal.1
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Add option to leave SHOW INACTIVE PHONES AND EMAILS checkbox always on
We use the phones/emails INACTIVE checkbox to exclude certain phones/emails from mass communications. Fundraisers who need phones/emails for individual communication must therefore check SHOW INACTIVE PHONES AND EMAILS in database view (or INCLUDE...1
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Back-date prospect statuses
We are slowly moving to RE NXT and were hoping to load some historical prospect status information. We never used the "Prospect Status" field in RE, but wanted to be able to show our front-line fundraisers how well this would work. Unfortunately, ...0
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Honor the order of table entries from database view to web-view
We are a large healthcare system, with three unique foundations sharing the same database. Our data tables, therefore, are ordered in a VERY specific way, so that each foundation's entries are all grouped together. However, that order is not honor...0
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Allow NXT export of a relationship for an organization based on Contact Type
Any mailings we do for organizations go to a person at that organization who has the Contact Type of Mailing Contact. The current constituent list export does not allow for any relationship to be displayed as a column option or exported. We have t...0
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When viewing the portfolio tab in another fundraiser's work center and trying to filter to a specific relationship type, expand choices for "Assigned To" to allow us to select a specific fundraiser other than ourselves (since we are viewing someone else's work center)
As a support team that assists multiple fundraisers, the recent changes to filters in the work center mean that we are no longer able to filter a fundraiser's work center portfolio tab to view a specific relationship type. The filter requires that...1