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Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in N...34 Reviewed: Voting Open
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Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
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Dashboard Builder- Show what is automatically excluded
Show that inactive and deceased are automatically excluded.0
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Add Distribution Transaction Code Field to Query
I love that I can now see the Distribution Cred Account Number and Project Number in the new web view Query for gifts. It would be very helpful to also be able to select the field Transaction Code under Distribution in web view Query. My organizat...0
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In Web View: Query > Criteria >+ Add another Specific Record - have the text entry cursor return to the search field after selecting 'add another Specific Record'
When using the 'One of' operator in Query > Criteria > Constituent Information > Specific Record, have the text entry cursor return back up to the new blank search field after the '+ Add another Specific Record' is selected. Currently, wh...0
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Allow Reporting on Custom Fields (Attributes) in NXT without needing for Insight Designer
All available fields, including custom fields, should be available in Reporting, without needing an extra, paid, feature. Currently SKY Reporting does not include custom fields.10 Reviewed: Voting Open
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Add ability to filter on Fund custom fields on Gift Lists
We have created several fund attributes/custom fields that we need to be able to filter on in NXT. Specifically, our fundraisers and their manager would like to create a list of all gifts to a specific college or department. This would allow them ...8 Reviewed: Voting Open
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More Functionality for Fund Edit in RE NXT (Web View)
While the new features to view funds in RE NXT (Web view) are great, it would be nice to be able to edit all the tabs you would be able to in Database view within RE NXT. This would include adding and showing fund relationships, editing the fund G...3
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Being able to view recurring gifts with donor cover
This should be an output field option so we can see which recurring donors chose 'donor cover' vs those who didn't0
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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"?0