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Dynamic Lists in RE NXT
Make all lists in RE NXT dynamic - constituent and gift information would change on response to changes in data on RE or RE NXT. This would make sending out emails through RE NXT easier and more accurate.
Created 29 Apr 23:35 by Katie Meredith
Lists
5
Reviewed: Need Further Info
87
Vote
A way to organize lists
In RE I extensively use folders in Query and Export in order to keep everything organized. I would like to be able to do the same things with Lists in NXT. I've built quite a few Constituent lists in NXT and it's hard to look through all of them t...
Created 14 Nov 20:07 by Karen Stuhlfeier
Lists
8
Reviewed: Voting Open
1
Vote
Event Custom Fields in GIFTS LIST NXT
I really need to be able to make gift list robust enough for my events people- they need to track unpaid pledges and need the custom field that we use to indicate how they are listed in the program. The field is completed in the process of the onl...
Created 04 Feb 00:47 by Xochitl Nisbet
Lists
0
12
Vote
Add Relative Fiscal Year Date Filters to Query
We have "This Calendar Year", "Next Calendar Year", "Last Calendar Year", and "Calendar YTD" can we have "This Fiscal Year", "Next Fiscal Year", "Last Fiscal Year", and "Fiscal YTD"?
Created 10 Jan 20:07 by Clayton Loraine
Reporting and Analysis
0
Reviewed: Voting Open
18
Vote
Soft Credits should be included in donor lifecycle status
I created an insight based on where assigned prospects are in the Donor Lifecycle; however, I found that the Donor Lifecycle tag does not incorporate soft credits. This gap renders it useless for major gift level work. Please include soft credits ...
Created 06 Jun 14:04 by Guest
Reporting and Analysis
0
Reviewed: Voting Open
6
Vote
Ability to create custom category tiles.
We all have unique and specific information we want to track on our constituents. The custom fields is great, but it doesn't allow for all of the information for one category to be kept in one table. Having the ability to customize category tiles ...
Created 08 Aug 20:52 by Molly Groebe
Constituents / Reporting and Analysis
0
Reviewed: Voting Open
67
Vote
Recurring / Regular Gift Count
Basic insight to show how many regular givers have a status of active. Ideally be able to use status as grouping field, so you could see how many in each status.
Created 12 Aug 02:23 by Guest
Reporting and Analysis
4
Reviewed: Voting Open
1
Vote
Membership Tracking (IRL and in system) and Incites
I would like to have a means to track and report on memberships, outside of just general queries. Ideally, I would like to have memberships be something I can pull into an incite for my fundraising team to see. Really more membership tracking and ...
Created 03 Feb 15:44 by Christopher Hotchkiss
Reporting and Analysis
0
45
Vote
Add More Fields to Insight designer
Insight designer is a great tool. Although, I wish it was more like the query tool in DB view where we have access to all fields. Combined with the query tool functionality and the data visualizations, I think Insight Designer could be even more p...
Created 26 Sep 14:33 by K Bard
Reporting and Analysis
2
Reviewed: Voting Open
10
Vote
Include Constituent IDs in the Constituent Giving History Reports for the organizations or Individuals
Currently, the report displays only the "Constituent Names" column. However, the "Constituent IDs" are also being displayed, separated by a comma after the name. There is no option to extract only the "Constituent IDs," which is especially importa...
Created 13 Mar 21:35 by Guest
Reporting and Analysis
0
Reviewed: Voting Open
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