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Customize what is included in Lifetime Giving
sometimes, there are fees (event participation fess) included in lifetime giving. this is really not 'giving' per seReviewed: Voting Open
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Add Reciprocal System Record ID to Query and Export
To identify non-reciprocal relationships for audit and cleanup. Our conversion included a large number of incorrectly converted relationships as non-reciprocal. We need to finish cleaning these up and make them reciprocal before we lose db view be... -
Comments from NXT's Prospect Status field, in the Prospect Management tile, need to be exportable!
There are similar ideas for this upgrade dating back to 2019 (at least) on this platform. It's 2025, and when updating Prospect Status in the Prospect Management tile, we add Comments to the Prospect Status field justifying any status change/updat...Reviewed: Voting Open
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Query for multiple instances of same data element (i.e., two or more of same Email Type)
It would be useful to be able to query on scenarios where more than one of some particular data scenario exists, such as records with multiple Email Type = Campus Email (this is one of our email types). Another scenario is multiples of the same So... -
Pledge Payment Reporting - Multiple Installments With One Donation
When running an export or report, Only the latest amount applied to an installment is pulled for that field. What I am looking for is an option to pull the latest gift applied to the pledge. This mostly occurs with the Stock payment type, but does... -
Clear Filters Button in Query Search
We need a clear filters button in the query search box for web view. This would allow us to quickly clear existing filters and start a new search. Currently we have to go through and clear all search options individually. This is inefficient and a...Reviewed: Voting Open
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Ensure that all saved exports in database view transfer over to webview by the time database view is shut doown.
No description providedReviewed: Voting Open
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Allow more options for custom query filters
I was creating an action query & the filters are limited in a way that makes the report difficult to use. I want to be able to exclude constituents who do not have a currently active membership. -
Integrate RENXT Queries as Sources for Building Insights
Integrating query with the insight builder would be a game changer by providing greater control over the data included as well as making the insight builder more of a BI experience. Ideally this integration would manifest as the ability to use a q...Reviewed: Voting Open
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Reports from NXT should match the same report from database
If you pull the Gift Detail and Summary Report from database and then go pull the exact same report through NXT, multiple gifts or split transactions do not show the same on the two reports. Through database, constituent shows once with multiple l...Reviewed: Voting Open
