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Insight Designer's search should be able to find insights even when users omit commas in the insight name they type.
Some insights have commas in the name. It's difficult to remember which do and which don't. For example, I want to find the insight for gifts received. However, when I type that into the search, nothing is found. Why, because the search if looking...Reviewed: Voting Open
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Display sum of Opportunity Amount Asked/Expected/Funded as dollar amounts in insights
When building a dashboard insight which utilizes the Sum of opportunity asked, expected or funded amounts, the sum is displayed as a regular number rather than a dollar amount even though these show as dollar amounts in the opportunity. I suggest ...Reviewed: Voting Open
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Add Consent field(s) to Reports.
Consents of donors is extremely important to opt-out or opt-in for various categories, ie, donor recognition, appeals, other mailings (invites, brochures), we need consent info for reporting purposes. thanks so much.Reviewed: Voting Open
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Allow for the suppression of duplicate mailing addresses in exports
When exporting a mailing list from RE NXT, it would be very helpful if multiple records containing the same mailing address could be automatically eliminated, so that only one record at that address remained. Head of Household processing only appl...Reviewed: Voting Open
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Adding Packages as an option in the Gift criteria section of a Constituent list for workflows
We are needing to create a dynamic constituent list for our workflows and in the Constituent list, under Gift Criteria we would like to have the option of selecting Packages. The reason for this is that we have people registering for an event at d...Reviewed: Voting Open
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Add options to select filtering on key indicator in Gift Lists
I am trying to pull gifts from NXT for living constituents only and individuals only in a gift list and would like options to filter on the constituent types.Reviewed: Voting Open
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Start with an Empty List
Lists in NXT should default to empty or no constiuents and only start building with filters or manually added constituents.Reviewed: Voting Open
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In Report Builder in NXT add Action Custom fields as option to make a report
No description providedReviewed: Voting Open
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Benchmarking for specific countries
In the benchmarking tab on dashboards, you can filter according to industry and income, but there doesn't seem to be a way to filter by country. Fundraising in the UK is very different from that in the US and Europe, so it would be helpful to be a...Reviewed: Voting Open
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"Action Added by" to display the full name of the person not the email address/username.
We would like to set the format of the author name of actions to show their first and last name not their username. We need this in Web view and database view.Reviewed: Voting Open