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Allow the option to leave "Gift Date" blank in Reports
The current setup for selecting Gift Date in reports is only based on a specific date range. However, we often receive multi-year gifts where a donor will commit to a gift several years in advance. I propose that an option be added where the Gift ...0
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Ability to view Attachments tile in NXT Merge Records tool
When comparing two records in the Merge Records tool in NXT webview, you cannot see the attachments tile for either of the records being compared. It's weird that this tile is missing, when it would contain data to allow you to compare the two con...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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In the Spouse connection at top of NXT record, use Preferred Name for Spouse too.
At the top of an NXT record, you can custom your view to say Sam Hernadez instead of Samantha, but it doesn't affect the way the Spouse is connected at the top of the record. It still reads the First Name, not Preferred.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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Search by contact relationships in NXT
My fundraiser's would love to be able to search by contacts in NXT, if the contact does not have an individual record. Right now they have to switch over to the database view in order to do this. Would be much simpler/cleaner to just add to NXT1
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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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Add work email to individual relationship record of an org in RE NXT for individual who has an individual constituent record
I want to add the work email of person who has an individual record to their individual relationship record in the organization record of the organization they work for. I'm shocked that RE NXT doesn't allow me to do this! It's a defect, as far as...0
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Edit custom participant option of an already registered participant
I have created an event and included "Meal Selection" as a participant option. Invitees have started registering using an NXT form and are now participants. I need to change the meal selection someone chose in the participant list but am unable to...4 Already exists