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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 ...Reviewed: Voting Open
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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"?Reviewed: Voting Open
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Query Sort by Age
Easier to update records if you can sort query by age -
Ability to filter on all available columns in NXT lists
It would be great to be able to filter on all available columns in NXT lists (such as Gift Comments) - currently there are a number of available columns that are not available under filters.Reviewed: Voting Open
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Add Gift Date Added as a filter option for Gift Lists
It would be really helpful to be able to have a standard gift list by date added, not just gift date. I currently have to go back into database view to get this.Reviewed: Voting Open
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Create lists in NXT using ConstituentIDs
It would be helpful to be able to copy and paste a list of ConstituentIDs into NXT to create a constituent list. Sometimes our lists are customized, manually created, and not based on criteria. To create a static query in database is time consumin...Reviewed: Voting Open
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Add Gift ID to column options
Gift ID should be added to column option so that we can sort, filter and reconcile gifts in a list.Reviewed: Voting Open
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Add relationships as filter in lists
We track organization relationships and use that information as part of the overall solicitation process. Would be nice to be able to filter contacts based upon relationship status.Reviewed: Voting Open
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Specify Fund ID Search in Query
Currently, when searching for a specific Fund ID while using Fund ID as a criteria in query, a search will include information from the Fund ID AND the Fund Description. This makes it difficult if you are wanting to search for a group of funds wit... -
Allow Plug-ins like Record Radar from Omatic to function in web view.
We use Record Radar frequently to narrow down a larger list of alumni to a specific radius of certain area we are focusing on. It's very helpful for alumni events to see how many alumni we have in a particular area and create a mailing list with a...
