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Donor Filter for Gift Lists
Specify donor(s) in a Gift List. I'm currently working on a report that is similar to the Constituent Giving History Report from the database view and would like to use some of the NXT List options to identify soft credit/original donor informatio...0
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Enable List Filter on Education Attribute
We sometimes have to build lists based on information not found in the main education record such as (Cum Laude, Award Recipient, Graduation Speaker, special program participant). We store these as Education Attributes.0
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Add a checkbox to actions for flagging meaningful connections
Since meaningful interactions can occur via various methods (not just in person visits) it would be helpful for fundraisers to easily flag actions that meet this criteria. We have used different action types in the past but it would be easier (for...0
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enable one off letters using templates in Action and Gift
This is relevant for Action and Gift Acknowledgment letters where merge fields in letter templates save time. Using a template for standard communications is also more efficient and means everyone can share the same template. Adding the letter as ...0
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Note Templates for Constituent Records
In order to ensure policies are adhered to, being able to create note templates for changes to constituent records would be time saving. Example: Address changes: Date notified Previous Address: New address: Method of information received:0
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List of Portfolio Donors Without Opportunities
It would be useful to see which donors in portfolios do not have opportunities. Currently, there is no filtering or column output option for opportunities in the Work center.0
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Provide more insight graphs for fundraisers
We have quite a number of charity events through out the year that volunteers fund raise by having constituents sponsor them in competitions. It would be nice to have a few more fundraiser graphs available in report builder that measure by fundrai...0
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Allow access by constituent code in NXT
We have given another team access to some data in NXT based on the assumption that security groups set up in database view would apply to NXT also. We want them to only see records with one particular constituent code - why is this different on NX...0
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Update the Lifetime Gift in NXT for Soft Credit
In NXT, the lifetime gift summary double counts soft credit gifts. The best part of NXT is not having to go into the database and to get a gift summary. If the giving total in NXT is displaying incorrectly, you then have to confirm the record's tr...0
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In marketing, allow ability to see what links within an email that readers are clicking on.
For example, if I send out an email with three links and the analytics says the email received 108 clicks, it would be helpful to see what link people were interested in.0