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All Report pieces available as insights to add to a combined dashboard
I would love to see all charts/pieces from the reporting section be available in insights to make a combined dashboard for leadership to see everything in one glance instead of flipping between reports.0
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Sort Query folders in alphabetical order
It would be great to sort Query folders into Alphabetical order vs. having to use the "up" and "down" arrows to place them where you'd like them. We can sort tables easily into alphabetical order, it would be nice to do the same with Query folders.0
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Outlook Plugin- Append previous action
I actually saw something similar on the idea board but it was from almost 2 years ago so I thought it would be good to suggest again. It would be great if we could select whether to create a new action or append a previous action when we use the...0
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Please Allow Security Codes to be Updated on Recurring Gifts via Amendments
To manually process failed recurring gifts (due to soft rejects) the correct security code is required. Recurring gifts often do not require a security code originally, or they have been amended with new credit card numbers over time. Those new cr...0
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In Lists/Proposals: Need a "between" Date function in the Filters
More flexibility in the Ask Date criteria when building a List of Proposals. Currently I need to see all proposals where the ask date is NOT in the current FY, and that is not possible. Thanks.0
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RE:NXT lists
In RE:NXT will the lists be able to be based on Attributes? Currently they seem to be based on Constituent Codes and I am worried we will end up with over 200 constituent codes after spending 2 years reducing ours to less than 100.0
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QR Code for Donation Forms
Please include an option for a QR code for Donation Forms in RENXT. Like you have for events in RENXT1 Already exists
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NXT Lists - Date Committed
I would like to pull a gift List in NXT by date committed, not gift date. In situations where a gift date and date a gift is committed/entered are a few days apart, a list for gifts received "this week" would fail to account for all gifts.0
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Add ability to add / edit Primary Employment in NXT
Add ability to add / edit Primary Employment in NXT1
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YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.1