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NXT list should have capability to view current year total giving, as well as previous year totals
This would benefit relationship managers in being able to see at a glance a group of Constituent's giving over several years within one screen in webviewReviewed: Voting Open
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More fields available in API/web view
We need education and fund attributes available in web view and in the Raiser's Edge API that we use in Advizor. I am assuming, based on the fact that the same fields are not available from the API feed as are not available in web view, that the p...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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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 Post Date as a column option
We use gift date as the date the donor made the gift (signed the pledge form, wrote a check, filled out a credit card form, initiated a stock transfer, etc.). The post date is the date in which we receive the gift. In Lists, post date is not a col...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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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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Add ability to export or print out the maps
It would be very helpful to add the ability to export or print the maps when mapping constituents. We'd like to be able to use this for marketing emails or newsletters to highlight concentrations of our alumni.Reviewed: Voting Open
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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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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