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Be able to force an update between Database View and Web View.
When I enter a donation in database view or receive a gift online, if I need to provide a status update on our campaign progress, I don't want to wait 2-3 hours until the update between database view and web view has occurred. I also do not know i...0
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Filter for inactive funds, campaigns, appeals under Analyze
If funds, campaigns and appeals are inactive, usually, we do not want to see them in reports/dashboards. Would it be possible to add an option to exclude them (like we do in database view).3
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Filter by Solicitor in Analyze (NPI)
Add the ability to analyze in the NPI by filtering on Solicitor Name and/or Type. This would allow fundraisers to see their own performance and managers to keep a track of the performance of their fundraisers.1
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Add Filter for Gift Type in reports - specifically Retention
Sometimes you want to analyze your reports by gift type because your coding doesn't isolate just recurring gift donors.0
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Include additional ratings in Dashboards
We utilize custom ratings, in addition to the ratings provided from Research Point. The only rating currently allowed in Dashboards is a star ratings, which we do not utilize. The viewable information in NXT should be available to us to analyze in...0
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The 'time in status' field in the prospect management tile displays an orange triangle once the status is overdue. Wouldn't it be great if this represented the actual overdue days (rather than the total days in the status)?
Prospect research officers, major gift officers, philanthropy managers0
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RENXT Insights - Need to group them into Folders
Having a huge list of insights sorted by creation date is not feasible. This needs a grouping or folder function to categorize insights in order for the insight function to be useful0
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Add date filter to Retention/Acquisition Analyze Categories
In the Analyze section - in Overview you can change the time-frame, but in Retention and Acquisition you can't change the time frame. Example - I'd like to be able to look at retention rates for FY17 (which for my org is July '16 - June '17).4
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Add NXT functionality to build lists and reports based on Event Criteria recorded on the constituent record in database view
We are an organization with 17 branch locations that raise funds overall and at the branch level. Due to the mobile nature of NXT, our branch executives access RE through NXT. Key branch fundraising efforts take place through events such as golf t...0
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Global Add Attributes for Other Record Types
Currently, the Global Add tool is only able to add Constituent Attributes to existing Constituent Records. It would be incredibly useful to be able to use this tool to add other types of attributes to other record types - for example, adding Actio...0