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Custom Insight - Allow data to be zero instead of showing "This insight has no data to display. Try broadening your filters"
I understand the purpose of the message while first fashioning an insight, but there are plenty of times where a data point ("Total Monthly Pledges" for example) might be zero for a time. It looks really tacky when that message pulls up on an offi...0
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Do Not Require Start and End Time for Actions in NXT
In Database view, it is not required to add a start or end time for Phone calls, Meetings, or Tasks, but in Webview it is required. Please make these consistent and do not require them as truly the amount of time these take are irrelevant.3
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Request No Email Filter Capacity In Web View
I just would like to throw in the idea of further integrating the web view and the database view in Raiser's Edge by allowing a filter function for those constituents who have "Requests No Email" checked in the "Bio 1" tab of the constituent recor...2
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Workflow for new donations
Create a workflow that development officers can use, once a donation is received in their portfolio an action is created for them to call, write or email. Now they are running a weekly query to check for this.3 Reviewed: Need Further Info
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Marketing Emails Stats Report Export
No description provided0
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Adding text to images in email
Would love to be able to add a bit of text to images - we have a header that we wanted to use for our email newsletters and want to change the month/year on the header itself.0 Reviewed: Voting Open
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Summary Action Notes add to opportunities list in NXT
The major gifts team are using the opportunities list in NXT to weekly review each proposal and they find the last and next action helpful. They export the list so to share with others by email and at meetings. However you cannot see the actual de...0
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Adding the option to have a column for maiden names/aliases when pulling a constituent list in NXT
It's very important for us to be able to see maiden names when pulling lists in NXT, but only the people who have database view are able to do this, which creates more work for the people who have database view since more people have NXT and no ac...1
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Filter by GL Post Date and Status in Analyze
We often have to run reports by both Gift Date and Post Date to see differences with our financials. Being able to see this in Analyze would be very beneficial to our Executives and Development team5
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Adding specific relationship to lists in webview of RENXT
In many of our lists we have the request to include the current employer and job title, In the list function of the web view of RENXT we can not seem to include this. It would be very helpful to be able to do this.1