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Adding years to the NXT overview report
Would like to be able to take a look 5 years back instead of just 3 years.0
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Prospect Insights - Add Status and Classification
It would be awesome to be able to update the prospect status and classification within the prospect insights window where we can add opportunity, add action, etc. so that we don't have to do separate steps to go into the constituent record to upda...0
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If a valid email hard bounces, there should be a way to reactivate it
If an email hard bounces, but it is actually valid, there should be a way to remove the hard bounce "tag" so emails can get through again.1
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Apply linked tributes from recurring gift records to the recurring gift installments.
Currently, if a donor sets up a recurring gift and links a tribute the tribute does not attach the the future recurring gift installments. It has to be manually added to each installment. This is very time consuming, and if the tribute isn't linke...0
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Linking recurring gifts to existing pledges
If a donor has an existing pledge and they later sign up for recurring payments intending to pay for the pledge, it would be helpful to link the recurring payment to the pledge. This is not possible as of now and it is difficult to monitor when th...0
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Make Fund Attributes from Raiser's Edge Available in Insight Designer
This would allow for grouping of funds into collective groups. At our institution we have permanent endowments that disburse funds to specific units within our organization. Right now I have to identify these funds ONE AT A TIME to create the summ...2
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Add the ability to specify the location when adding an event in webview
Location is an important aspect of an event. Today location is viewable on the webview event record if it has been entered in database view. We want our event staff to be able to enter in the event location name and address when adding an event in...
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Reviewed: Voting Open
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Delete Source Records when Merging Duplicates
Similar to Classic, it would be nice to be able to delete the source record once all the information is merged to the target record so we don't have to manually delete afterwards.9
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Constituent Portal: additional fields, box for notes and customize message to join
It would be helpful to be able to customize the form to include a notes box so that constituents can add additional information that would be helpful to an organization, in addition the ability to add additional constituent info like the title and...1
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Add More Fields to Insight designer
Insight designer is a great tool. Although, I wish it was more like the query tool in DB view where we have access to all fields. Combined with the query tool functionality and the data visualizations, I think Insight Designer could be even more p...2