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Analyze (NPI) Proposals Tab Increased Functionality to List of Proposals
At the bottom of the page is analysis projection accuracy, and time frames. This should be included in the proposal list and allow it to be sorted to easily to find the major wins or deficits of a major gift officer. This will allow for a discussi...Reviewed: Voting Open
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Show pledge due date in lists
We can see overdue pledges in lists, but have no idea how overdue they are. Please add pledge/instalment due date as a column.Reviewed: Voting Open
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Last seven days - database view
Instead of having to choose either Last Week or This week, it would be great to have a rolling seven days/one week option in database view like you do in Insight Designer.Reviewed: Voting Open
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Move Target Gift Range Score over to NXT
Moving the TGR Score over would make sorting lists more efficient since you can't do sort by Target Gift Range.Reviewed: Voting Open
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Make Ratings Categories selectable in a drop down list in Queries
Currently if you choose Categories in Ratings in a Query, you have to type in the correct/full name of the category vs being able to select from a drop down list.Reviewed: Voting Open
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Fundraising Reporting Overview - "Total Past Due" creates list that is missing the installment amount
When clicking from Fundraising Reporting - Giving Overview into the Total Past Due amount it creates a list that has no way to view the installment amount that is overdue. It shows the full pledge amount and the remaining balance due but you have ...Reviewed: Voting Open
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Being able to create a list and have two separate columns in RE NXT Lists - one for Relationship Manager and one for Staff Solicitor
Being able to create a list and have two separate columns - one for Relationship Manager and one for Staff Solicitor. This would be helpful because if a Solicitor has 2 relationship statuses. I would like to pull a list that shows the number of pr...Reviewed: Voting Open
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Add action start time to action list export
When scheduling meetings for a group, it is helpful to be able to list the meetings in time order. Unfortunately Action Lists cannot display or be sorted by the Begin time. Adding Begin Time to the export would at least allow the spreadsheet to be...Reviewed: Voting Open
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Add filter on action notes in actions list
It is sometimes necessary to filter on the type or contents of an action note. This functionality should be available in web view.Reviewed: Voting Open
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Filter on a country when using location filters in lists without specifying a specific town etc.
At the moment you cannot create a list that groups all constituents in a certain country. You must select city/town or further address fields too. This seems like an unnecessary step.Reviewed: Voting Open