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Appeals within constituent lists
I want to see the appeal associated with someone's latest gift within a constituent list as its own column. I also would like to see the last appeal someone received as a column within a constituent list.0 Reviewed: Voting Open
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Give the ability to filter constituent addresses by either home or work address
If you want to pull a list of people who work in an area, that is likely a very different list than people who reside in this area so you should be able to separate the two.0 Reviewed: Voting Open
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Be able to build a list of Letter Templates that are active
I'm currently trying to code some of our active letters as inactive. It's hard to do because there's not a way to view the ones that are active. I know I can see the long list of active letters in batch via the Letter Code field but it's tedious. ...0 Reviewed: Voting Open
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Pertaining to the Fundraising/Reporting/ Overview Page, I suggest the drop down selection for the Campaigns, Funds and Appeals be optional to view active or inactive codes as opposed to having to scroll through all.
All end users that have numerous codes would benefit as it would cut down time. In addition it would be helpful to only show active codes for those users that are not familiar with current coding.0 Reviewed: Voting Open
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Insights should be included with the dashboard functionality and not a surcharge given that the existing dashboard features are so limited and especially when you compare the RE dashboard to Excel and other data visualization tools.
No description provided0 Reviewed: Voting Open
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Dashboard Builder- Show what is automatically excluded
Show that inactive and deceased are automatically excluded.0 Reviewed: Voting Open
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Pull class year out to be searchable
I would love to be able to have class year a field I can search on when running lists. Currently it is embedded in the education field or placed next to name.0 Reviewed: Voting Open
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Email a List of Constituents
It would be great to be able to create a list and then send an email to everyone on the list. The functionality could be something really simple: all the email addresses are copied to the clipboard, which then could be pasted into a mail client.0 Reviewed: Voting Open
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Deceased Finder add columns to display
In order to be able to prioritize which records to look at the deceased finder output should have last gift date, total giving , record type (constituent, spouse , contact, event attendee)0 Reviewed: Voting Open
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NXT Analyze Email Scheduler Updater
The scheduling function for Analyze doesn't currently allow for updating (i.e. changing the day or adding an individual to the current schedule). So if you making an email dashboard schedule, you cannot go back in to update the original schedule. ...2 Reviewed: Voting Open