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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
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Add Installment Start Date to Membership Add Form
When adding a membership to a constituent record in BBCRM direct from the record, there is no way to set the installment start date if the membership is being paid for by Direct Debit. You have to put the main gift date to be the installment start...0
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Improve wealth ratings
Currently, many prospects don't receive wealth ratings because there's not enough clarity around who the person is to pull public information, or the assets are listed under the spouse. In order to more accurately report on a prospect's wealth, th...0
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Link records in NXT with corresponding Research Point records
It seems like the only way to currently link records in the two systems is individually, which is not realistic when tens of thousands of records need to be linked. Once linked, a sync can be completed in bulk, why not linking them too?0
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Show gifts that result from completed actions
We have a caller who makes calls to thank donors for gifts. We'd like to be able to easily report on gifts that come in as a result of the thank you action.0
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Be able to enter fund/campaign/appeal by code in RE/NXT
Unless I am doing something wrong...when entering a gift in a constituent profile, as I am tabbing along fields,I have to open the "search for appeal" etc rather than being able to add a code.Being able to tab along those fields and enter the code...0
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Automatically uncheck "Include Deceased Constituents" in Queries
The boxes in the Criteria tab of Queries to include deceased constituents, inactive constituents, or constituents without valid addresses should be automatically unchecked with the user's option to include them, rather than the other way around. F...0
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Pick the date(s) you want NCOA to run
NXT set up for Address correction services takes you through the whole process to get it configured and set up. Then, without asking you, automatically schedules the date to run it. I didn't want to run it today. Why did it do that? I just ran it ...0
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Resend e-blast to the list of Bounced Email
On 4/27/2021 we saw a drastic jump in bounced emails in which 90% of them were @gmail.com. We re-sent the e-blast to the list of bounced emails resulting in a drastic reduction of bounced emails to .5%.0
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Enter one action and tag to multiple records in RENXT
Currently if we want to record an action undertaken by one constituent with respect to another constituent, this action needs to be separately entered on each record. It would be helpful to be able to tag constituents in an action so that we can e...3