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Add ability to filter on Prospect Status Start or End date in Work Center
We report regularly on 'stage ageing" with our major gift officers, eg. "You have 16 prospects who are approaching the 90 day mark in Discovery". It would be great if we could filter on Prospect Status start/end date (for each status) directly fro...7 Reviewed: Voting Open
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Reporting based on Opportunity Status, and not just Prospect Status
I understand there will be reports based on Prospect Status - how quickly a constituent moves through Prospect Statuses. My organization tracks a constituent's move through the solicitation cycle via Opportunity Status as we have many constituents...2 Planned
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Volunteer Tab Information on NXT
The current information that is accessible on RE Database View should be accessible on RE NXT. Currently, the Volunteer Tab exists in NXT but no information can be inputted into it nor can you see any information in it.1
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Add "Fund Category" as filter option for "Overview" tab in Analyze section
As a health system we track our progress overall and by entity. We currently use the fund category field to identify the entity. Adding this functionality would provide real time overview of progress by entity. I imagine this would be helpful for ...5 Planned
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Add the ability to format the downloadable receipt in RE NXT with the org's logo and text.
It would be nice to be able to format the downloadable receipt attached to the e-receipt in RE NXT. The org should be able to add their own logo and change the text to remain consistent with their brand and messaging.0
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Include nuanced unsubscribing from marketing emails
Currently when someone unsubscribes via NXT marketing, the system marks them as 'DO NOT EMAIL' meaning we can never contact them again. Many of our supporters only want to unsubscribe from specific emails e.g. fundraising, but still want event inv...1
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Customized filters in webview
There is currently no way to retrieve the actual recaptured donor count or acquired donor count for last fiscal year. It would be great if previous year filters or customization could be added in web view.0
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Ability to add the appeal and subtype columns to the giving history tile
When you are trying to quickly review a constituent's gift history, it would be nice to see the appeal and gift subtype in addition to the fund, amount and date and type0
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Credit Card Updater report in Merchant Services
Add search and export capabilities. Also, dupe entries are included in the report. This could be a very useful tool for us, but having to scroll through the list with only 10 rows per screenload is not useful.0
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Add the ability to change the name of a field to reflect the terminology already used internally
In Database View we are able to change field names so that they fit the terminology used internally or so that an unused field can be used for something more relatable. Example is that Oxbridge use Matriculation Year instead of Class of. This woul...0