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Three Year Comparative YTD
Development Team1
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Integrated value fields from ResearchPoint have text operators, but we need numerical operators
I'm a researcher working with ResearchPoint, RE, and NXT. Many of our records are linked between RE and RP, and I use wealth and analytics data to rank and prioritize prospects. Our gift officers working in NXT use these fields from RP: > Annu...0
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Be able to exclude an ended fundraiser relationship in export
When exporting a list of constituents with their assigned solicitor, past relationships continue to show up. The only way to exclude them is to do special filters in excel. There should be some option to only include current relationships.0
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Add a button to an Attachment with the option to Make Profile Picture
We have done a massive import of profile pictures from our old database as Attachments. It'd be great if we could hit the "..." on the attachment to select something like Make Profile Picture. Instead, we have to individually upload each image aga...0
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When searching for an individual in NXT, it does not identify the individual's organzation relationship in the search.
It would be very helpful when doing a search for a constituent in NXT, that aside from the individual's personal record, that we see the organizations that the individual has a relationship with. I was searching for someone who is only listed as a...0
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Unlock e-mail statistics of 6 months
Currently, e-mail statistics in Marketing tab is locked to average of 6 months. It would be very useful to unlock this programming to include quarter, months, etc. It would be most helpful in tracking engagement.0
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Add reciept stack to RE NXT Batches.
This would avoid going back and forth from the web view to the database view to tax reciept. receipt0
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Allow more characters in gift reference field in web view
We use this field to note a description of in-kind goods, tribute for the gift, etc. The character limit prevents us from entering the proper information via web view. Database view does not have this same limit.0
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More filter options to Work Center Unassigned Constituents
The Unassigned prospects in the Work Center is a very long list. Adding more filters would be very helpful, for us Faculty and Graduation Date (range) would help narrow down the list to those most relevant to the fundraiser.1
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Give access to users to "Mark as Fundraiser" in webview if they can Mark "Is a Solicitor" in database view
Our development directors can mark people in the database view as "Is a Solicitor", but they can't do the same function in NXT by Marking as Fundraiser. This would be helpful because our staff are making assignments for our opportunities for 2017'...4