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Duplicate existing measure in Insight Designer
A lot of use cases involve comparing different measures (year x to year y, group 1 to group 2), meaning that you're creating a lot of the same measures. Being able to duplicate a measure would be a helpful feature to avoid duplicate work.0
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Ability to import an excel list into NXT lists
There are so many times where I have an excel sheet that I've exported from the database, identified the records that I need make changes to, then have to go back and search each individual constituent to make those necessary changes to their reco...3
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Remove the 1,000 record limit on the "View all results" Constituent search page
Searching by common name shouldn't have any total restrictions to make sure we can select the correct constituent. In addition, we have to have access to add fields to search result to easily find the correct constituent (Constituency Code, Age, E...1 Reviewed: Voting Open
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Make adding email & phone information in Events easier
It is very cumbersome to add contact information to Event Attendees during the check in process. Needs to be added to the elipsis choices. Currently, you have to click on the participant's name, click on their name again and then go to the contact...0
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Filter the NXT Portfolio list to see whether the Constituent has an active Opportunity
When looking through a Fundraiser's Portfolio, it would be incredibly useful to be able to see which of them do not have an active Opportunity, rather than having to manually compare the Portfolio list with the Opportunities list. This would allow...0
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Add ability to filter by Constituent Code in Insights
It is rarely helpful to show data for all constituents in the database, but it would be very helpful to graph data for specific constituent codes.3
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Allow users to customize constituent summary that appears in lists
Would be incredibly useful to be able to configure the Constituent Summary in a similar way to how you can configure an Addressee / Salutation - you could include titles, preferred/nickname, class year and other key fields. This would help ensure ...2
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In Work Center under the Portfolio Tab Display Opportunity Status
We would like to see the option to include Opportunity Status instead of Prospect Status within the Portfolio tab of the Work Center. We utilize Opporunities to track the donor cycle and would like to give the fundraisers the option to view all in...2
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Filter by Action Attributes in NXT reporting
So we can drill down into Actions could the Action Attributes be added into the NXT reporting system? We'll then be able to view and filter information stored in Attributes. This will be especially useful when we want to report on the different ty...1
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Add the ability to export/Report on Opportunity Status History from RE NXT
RE NXT solves one of those classic issues from Database view - tracking when an Opportunity changes status. It gives a full history with timestamps automatically, which I love. We need to be able to monitor how long our opportunities are spending ...1