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Pull class year out to be searchable
I would love to be able to have class year a field I can search on when running lists. Currently it is embedded in the education field or placed next to name.0
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Add labels to funds in pdf graphs in NXT Fundraising Analysis
The PDF generated in NXT Fundraising Analysis does not label the information on the graphs it generates making the feature useless.0
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Allow Date From/Date To when pulling by Primary Constituent Code
Apparently, when building Constituent Lists, you can only apply Date From/Date To (or "as of" in NXT) criteria to non-primary constituent codes. Perhaps there is a reason for this but since our parent universe is segmented based on primary + date ...0
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Count or Sum at Bottom of List
It would be helpful to provide an option to count or sum at the bottom of lists.0
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Add credit card type to Insights Designer / Dashboards
It would be great if we could also add credit card types to Insights / Dashboards so we can compare Visa, Mastercard and Amex transactions.0
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Pop up to show Potential Duplicates
When adding a new constituent, you can see the potential duplicates at the bottom but it's a very passive way of presenting the information. Unless the person is very well-trained, they could easily miss this. It would be much better to mimic clas...0
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Constituent Code Filtering - Open vs. Closed
This would make it so much easier to prep quick mailing lists out of NXT. Or just get an accurate picture of Consitutents with their current Constituent Codes. Right now, when filtering on Constituent Codes, you cannot create a list that contains ...0
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Deceased Finder add columns to display
In order to be able to prioritize which records to look at the deceased finder output should have last gift date, total giving , record type (constituent, spouse , contact, event attendee)0
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Change Wallet Transactions from 'other' to credit card
We had our first donation using the 'wallet' instead of just credit card & it posted as 'other' in the payment method- Can that be changed to 'credit card'?1
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Constituent's Current and Historical Donor Category should be calculated and stored
I've looked and looked in the RE 7 and RE NXT ideas and can't find this although I know it's been asked for for decades: When opening a constituent record and looking at gift information--perhaps on the Gifts Tile in the web view, but see the full...0