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Add Opportunity ID (system record ID) as an output field in constituent queries.
Please, just need to be able to pull the opportunity IDs from a query :)Reviewed: Voting Open
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Add a run date/time column to query output
We display data exported from query in various dashboards. A "run date/time" column would help viewers understand the recency of the data. We currently display a refresh date/time calculated in our BI software, but this only shows when the dashboa...Reviewed: Voting Open
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Add a column in lists
Please add "Total Number of Gifts" as a column in Lists in WebView. It is a query field in database view and would be nice for this to be a column in WebView.Reviewed: Voting Open
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Gives anonymously checkbox should be available in query
I am trying to find those who give anonymously but don't have the checkbox marked that they give anonymously but that field is not available in query. Why???? All fields should be available to query.Reviewed: Voting Open
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RE Webview Must Have's
I was just able to compare what is in database view and the web view integration plan. Please reconsider brining the appeal, fund, and campaign comparison summaries to web view. These are the basis of many of my reports to my board. I also see tha... -
Query on donors by lifecycle status!
Query on donors by donor lifecycle status (acquired, retained, recaptured). I need to be able to query on this to provide raw data from a constituent export. Ideally I would be able to see both donors and dollars for each status. Clicking on a das... -
Create Insights based on the Primary Fundraiser on the constituent record instead of by gift records
I need the ability to pull giving data based on the Primary Fundraiser/Solicitor listed on the constituent’s record, rather than only pulling gifts where the Fundraiser/Solicitor is assigned at the individual gift level. This limitation creates is... -
Format Honor/Memorial Contributors Report as a list that can be exported as a text file.
We print a list of honors and memorials in our newsletter with the donor names listed under the honoree. NXT allows a PDF or a CSV export but neither of those work well to get the data into the format we need other than taking the raw data and com... -
Merge or copy query criteria
Often times I have criteria set up in two different queries and it would be extremely helpful to have the ability to copy the criteria from one query to another, or even to merge two queries in a way that consolidates their criteria rather than th...Reviewed: Voting Open
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Add Constituents Individually to a New List
Sometimes I am provided with a very specific list of people I need to include in a list. However, trying to manually add one constituent at a time through the Add/Exclude button pulls the entire database into the list. Apparently, you can exclude ...Reviewed: Voting Open
