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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
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Address Radius to add to all Report types
Address Radius is not available on all report types. We need it on all of them. Please and Thank you! -
Enable filtering in Analyze by Group or by Query
I'd like to be able evaluate performance in Analyze by a query group. For instance, I am less interested in seeing retention of all donors than I am of seeing Major Donor retention or retention for those assigned to a solicitor.Reviewed: Voting Open
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Don't Round up Life time giving in lists
When I create a list in NXT I want exact information displayed because my fundraisers might not go into the record to drill downReviewed: Voting Open
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show NXT tags in database view, include in database queries, exports, reports
Make the NXT tags visible in the database view and allow them to be pulled into queries, exports and reports.Reviewed: Voting Open
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Donor Acquisition and Retention Analysis for Appeals
It would be useful to be able to understand donor acquisition and retention for different appeals.Reviewed: Voting Open
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Reconciling with Merchant
make reconciling with merchant easily available and have ACCURATE data as databview.Reviewed: Voting Open
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Add Gift Aid fields and Gross Gift Amount in Insight Designer for UK
Many UK customers will use the gift aid and gross gift amount (gift amount + gift aid) for their income reporting. Not having it in Insight Designer is a huge gap as it means that it cant be used to accurately report income.Reviewed: Voting Open
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Summary Data Should Include Current Fiscal Year Giving
The Constituent Summary data has some useful information, but knowing how much they have already contributed in the current fiscal year is FAR more important than knowing when their first gift was. Please include a pre-built filter for Current Fis...Reviewed: Voting Open
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Add Fundraisers with no credited gifts to NXT Dashboards
If a Fundraiser doesn’t have any gifts credited against them, they should still be shown with zero gifts, and not hidden entirely in Insights DesignerReviewed: Voting Open