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Analyze & Lists by Gift Constituency
We run a lot of Development Reporting off of the Gift Constituency. The existing Analyze Reports and Lists in NXT all run off of the (current) Primary Constituent Code at the Constituent Level of the Hard Credit Donor. Let's say that Robert Hernan...0
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Ability to query NXT donation form titles
Can you please add a functionality that allows the name of the NXT donation form to be queried through Database View? So you can find the ones who have donated through the NXT form through Database View using the name of the form.0
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Scan Documents directly into Attachments
It would be helpful if we could scan attachments directly into Attachments in NXT1
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Expand the flexibility of filter by date in Insight Designer
It would be helpful to filter by more dynamic date options than currently available in the database. For example, I'd like to build a dashboard that shows amount raised this month to-date and compare that to what was raised last month to-date. Sam...0
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Allow ability to change recurring frequency on automated recurring gifts
If a recurring gift is set up by a constituent and he/she makes an error on the frequency, RE doesn't allow me to make the change/correction for the donor. Currently RE requires that the recurring gift be terminated and the constituent has to set ...0
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Dropdown Menus
Dropdown menus need to display more than 100 items. Right now anything after the 100th item is not visible in the dropdown and we must go into database view to select it. This is a big problem with Event Participation levels, as we run a lot of ev...0
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Add Action Note Type field to NXT (exists in Database View already)
We report on actions by note type, but this field is always blank whenever the actions are entered via NXT. Please add it as a visible field in NXT Action records and allow the option for us to make it a required field for our organization.0
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Add Constituent Code to Action and Opportunity List Filters
For team supervisors who want to see actions or opportunities just for their fundraising unit. Right now, you have to be sure all solicitors are checked and manually updated.2
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Add date range to the constituent tag filter in lists
I would like to see more flexibility with lists (and tags). Date range would be nice to have when selecting a constituent tag to create a list. In my office, we like to send birthday cards to our donors once a month - we run a list from a query in...1
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folders for images used in emails
It would be very helpful to be able to organize the images used in emails into folders so they can be easily found and reused as needed.1