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Analyze Overview Dashboard - Add Filter for Donor Primary Constituent Code
My organization organizes its fundraising budget by donor constituent code (i.e. Individual, Corporate, etc.) and there are particular constituent codes that the fundraising department is not responsible for -- government, united way. In the RE 7 ...0
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Add ability to require more than one constituency code.
I would like to be able to require more than one constituency code on the constituent record. This will require that any and all users to enter this minimum information which will best enable all users to produce correct and consistent reports as ...0
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How best to record Gift Aid element of online gift (Eg Just Giving)
With JustGiving gifts we receive the main gift amount and Gift Aid portion separately – the main gift needs to be entered on receipt in order for our weekly / monthly bank recs to balance. The GA portion may arrive a couple of weeks later, and is ...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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Do Not Contact box treats addresses and emails differently re: inactive status - different logic applied
1. Addresses: There is NOT an option to make an address "Inactive". Either primary or Do Not Contact 2. Email/Phones: In addition to Primary and Do Not Contact, there is an additional option to make phones and emails "Inactive". If you mark a phon...0
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NXT NCOA Updates Needed to Data Health Center
So I ran NCOA for the first time in NXT and here are the challenges I ran into... It seems like only some of the time does the address update/ failure reason go onto the address record, so I cannot query on it. Also, the last updated by is NXT Dat...0
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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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Past due status for actions to pick up on time not just date
Currently actions are only marked as 'past due' if the day has passed and not the time. It would be helpful for actions (esp meetings) that are due today but have been missed to be flagged up0
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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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Display Unspecified Goals
Display unspecified goals in the fundraiser work center in NXT webview, not just the ones that are associated with a campaign, fund or appeal because this will provide more flexibility for managers and development officers when Goals do not fit in...1