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Add Fund Categories as a filter within Lists (Web View)
As a larger org, we have a ton of funds and it would be helpful to be able to quickly filter by these categories rather than having to click every single applicable fund.6 Reviewed: Voting Open
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Using education attributes in filters in RE NXT Lists
I would like to be able to use education attributes in the filters when creating lists in RE NXT. We store valuable data in those attributes, and our uses would like to be able to filter on them.4 Reviewed: Voting Open
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Reporting based on Opportunity Status, and not just Prospect Status
I understand there will be reports based on Prospect Status - how quickly a constituent moves through Prospect Statuses. My organization tracks a constituent's move through the solicitation cycle via Opportunity Status as we have many constituents...2 Planned
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Ability to view actively running queries
Currently, web view Query has the following limitations regarding actively running queries: Users can run a maximum of two queries concurrently Environments can run a maximum of 10 queries concurrently If a user attempts to run a query when ...0 Reviewed: Voting Open
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In RE NXT, in Analyze appeals, would like to have a filter to analyze by appeal package.
We use the same appeal ID code for several appeals a year, so to separate the different appeals during the year, we use packages. I would be great to have the package as a filter.4 Reviewed: Voting Open
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Add Opportunity Status and status date to Queries
It would be very helpful to be able to show all statuses for a particular opportunity and what date the statuses changed, to give a historic view of all opportunities (giving the ability to create a 'pipeline velocity report', or report at specifi...0
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Allow organisation of Query folders, similar to File Explorer
Allow organisation of Query folders, similar to File Explorer, Folders in Folders and drag and drop whole folders, should also have a way to sort them alphabetically1 Reviewed: Voting Open
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Query in Webview needs to have the option of showing first and last entry like in DB view
I'm trying to do table cleanup on Majors/Minors. We have plan codes that are associated with those codes in the Comment field. When I run a query looking for one of those comment fields, I need to see if there are different major/minor names being...1 Reviewed: Voting Open
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More flexibility in Criteria and Output in NXT Lists (more in-line with Database view options)
In working with Lists in NXT, I feel like the major difference in results between NXT and database is that we can't dictate as specific information in our criteria, nor can we designate the exact information we want to see in our output. Criteria ...0 Reviewed: Voting Open
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RE Query output "Donor covered processing fees"
RE Query output "Donor covered processing fees" Something like gift query-->criteria-->gift information "donor covered processing fee" equals yes/no I want the info to be able to be pulled into a query from the gift record directly, and not ...0