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Tables for Constituent Data
It would be beneficial to have tables for constituent data such as title, job title, profession and industry to make reporting for accurate and efficient.
Created 17 Apr 19:05 by Guest
Constituents
0
2
Vote
Users - Welath Ratings
Users are set up based on whether they are staff or volunteers and what area(s) of Raiser's Edge they work in. We'd like to be able to block users from viewing Wealth Ratings, Giving and Giving History information.
Created 16 Apr 12:22 by Guest
Security
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2
Vote
NXT Attachment Properties
It would be extremely helpful to have what is 'properties' in the web view available on media and action attachments in the web view. The user can choose a date when they upload the attachment but there is no way to see who uploaded it or the actu...
Created 05 Apr 19:32 by Maria Fernandez
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Allow the "Add to Outlook 365 calendar" checkbox field to exist on Database View side
It's a wonderful feature in RE NXT to have the "Add to Outlook 365 calendar" option on an action record! It would be even more wonderful if that checkbox field existed on the database view side (perhaps as an attribute like NXT direction?). That w...
Created 04 Apr 17:04 by Janice Williams
Actions
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Vote
Default format for the phone number field
We would like to set a default format for the phone number, like this: xxx-xxx-xxxx
Created 03 Apr 18:01 by Guest
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3
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donor Lifecylce by Appeal
To better measure donor retention as a key performance indicator by appeal
Created 14 Jun 15:15 by Guest
Work Center
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3
Vote
Make Visiable All Opportunities on the Emailed Dashboard Version
We use the dashboards as talking points during our supervision it would be nice if we could view all the opportunities on the page when the dashboard is emailed instead of just the first 10 visible. in a screen shot.
Created 10 Jun 14:25 by Beth Martz
Opportunities
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3
Vote
PDF analytic report to show all opportunities
The pdf analytics report that is currently available in analytics looks really good (as a starting point). Unfortunately it is only showing a screenshot of the web page and not showing all opportunities in the list. Can this be resolved soon?
Created 08 Jun 10:33 by Rob Parton
Data analysis
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2
Vote
Add an "Enable/Disable" checkbox to a Queue definition so that an export can be disabled without destroying its schedule settings
In the course of developing exports, I inevitably copy export definitions and tweak them. I need to be able to disable and re-enable them without destroying the scheduling details by making a definition "manual".
Created 28 Mar 21:33 by ken Wienecke
Actions
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2
Vote
Offer alternate/clearer time frames to Analyze Action Summary chart
Currently, the only view is by Week Number in the time range. This is not easy to use/decipher. Offering "Week of DD/MM/YY" or the opportunity to view by month/year or another option would make it more usable.
Created 26 Mar 19:44 by Jeanette Bogren
Data analysis
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