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Appeal Dashboard tweaks needed
I'm loving the new features that allow us to analyze an Appeal in NXT. However, the gender and age demographic charts have a flaw that should be fixed - the Unknown Gender and Undetermined Age seem to be reflecting Organization records - there oug...0
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Fundraising permission. Selection for view Insights.
Viewing Insights is automatic. I want to allow view Dashboards, but not Insights. Add a button under Analysis role, Fundraising tasks, view insights and dashboards, view Insights.0
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Add custom/preconfigured filter to the Insights page of Report Builder
If you have a lot of custom insights, it's hard to find the preconfigured insights in your system. Would be helpful to include the custom vs preconfigured as one of the ways to filter the overall list. Possible expansion into dashboard builder as ...0
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Give admins more control over who can email constituents directly from the constituent record
In NXT, user can email constituents from within a constituent record by clicking on the hyperlinked email address. We would like the ability to decide who has the ability to use this function. In addition, when an outbound email is sent, an action...0
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Create list from target records merged
Have the ability to create a list of target records merged. Similar to the list that already exists for source records.0
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"Transaction Pending" for Recurring Gifts
We are pleased that we can now cancel monthly donations in NXT - it's a nice feature to have when database view is playing up 😊 We have noticed that there is not any way to tell, from NXT's recurring Gift Record, if there is a payment currently pe...1
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Add comments to contributions/prospect management section in NXT
Most giving to other institutions is reported in ranges but RE7 traditional view (prospect tab) doesn't allow us to input ranges in the gift amount field so we record the minimum gift range in the amount and detail the full range in the "comments"...0
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Ability to filter actions lists by "How did it go?" field.
I love the thumbs up/ thumbs down feature when an action is marked complete. It would be great to be able to filter action lists based on how things went. An officer could see a list of actions that didn't go well, therefore, taking steps to find ...0
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Previous gift option in query
there is a last gift output option for our acknowledgment query, but it is the gift we are writing the letter thanking the donor for. We are needing the one before that, so we can reference it in the letter if needed.0
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Allow donors to adjust recurring gifts without having to end it and create a new gift
We ask donors to consider increasing their gifts each year. It has been a barrier to some that they have to end their gift (they don't want us to be confused when we get the message saying they've stopped their gift), and start the process over. S...0 Already exists