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Summary Giving into Gift and Portfolio tab in Work Center
I would like to add giving this fiscal year (i.e summary giving for a specific period of time) into the Gifts and Portfolio tabs of my work center. This would enable me to see where donors are so far in the year versus what our target gift for tha...0
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Format of Action Notes - Outlook
The Blackbaud for Outlook tool is very useful, however I have found that the formatting of action notes does not carry over to NXT very well. Specifically the paragraph breaks. After you add an action from Outlook with notes, then go to view the...0
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View registration form selection in NXT record
It would be helpful if we had the ability to view the registration form as it was submitted by the registrant, i.e., which options they chose, if they skipped any non-required lines, etc.0
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The lifecycle status insight needs flexibility on how this displays depending on the fundraiser selected
Currently if you are viewing life cycle status and use a fundraiser filter, it will only display the status based on if that fundraiser was assigned on the last gift. This is useless because of DO turnover and the fact that we have voluteers solic...0
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Additional Dashboard (Analytics>Report Builder) Permission Settings
We currently use the customizable dashboards in Analytics>Report Builder. They are fantastic! However, there are only two permissions which is to give everyone access to edit and view or only allow some people. My suggestion is if we can add on...0
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Report Option to Show Constituent Code for the Donor at Time of Gift
I'd like to run a report comparing giving by constituency codes over time (comparing all "parent" giving year to year). It would be very helpful to have the option to view a report showing constituent codes at the time the gift was made, rather th...1
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Add Phone Number as a Field In JustGiving
As part of our stewardship plan for new fundraisers, we would like to be able to call them and thank them for starting a fundraising team. JustGiving does not ask for phone numbers as part of registration, nor do we have the ability to add in a cu...0
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Specialty field needed in RE NXT relationships
We are a medical school and need to track constituents' medical specialties. In Raiser's Edge database view, there is a field under organization relationship for specialty, but there is not one in NXT. It has to be added manually under Notes. We'd...0
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Donors by Lifecycle: Make sure it is looking at gift date; not the date the record was added
BUG: Set filter to last 7 days and "acquired" donors showed a donor that gave a gift over 6 months ago (clearly not in the 7 day window). Upon further investigation, a new record was added to the system with the 7 day window and there was a duplic...0
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In Lists, Assigned Fundraiser Link should preview the Relationship details
I know who my fundraisers are: I don't need to see a constituent preview of my fundraisers' constituent records when I'm in a constituent list; I need to see the fundraiser relationship details.1