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Insight Designer - Add a First Gift option as a measure to help create New Donors
My organization wanted to add a New Donor metric to the dashboard. They want to base this on First Gift instead of Constituent Added, because they want to capture constituent who may be in our system but have never given. When I went into insight ...Reviewed: Voting Open
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Lists should be able to filter if someone has an email address or not.
If you could filter based on which constituents have email addresses, and which do not, it would make sending emails out a more streamlined process.Reviewed: Voting Open
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Add 'Acknowledgement letter' type to Gift Lists
Please allow users to filter on 'Acknowledgement letter' within Gift Lists. This would enable users to use Power Automate on lists of gifts which need to receive a certain letter (rather than relying on Fund / Appeal which don't always correspond ...Reviewed: Voting Open
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Seasonal Addresses for Map View
We'd like to be able to include seasonal addresses in the map view. We have a lot of snowbirds, and it would help a lot as we plan invite lists for winter events.Reviewed: Voting Open
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Manually refresh the Analyze Dashboards
I would love to be able to manually refresh the dashboards in Analyze. I can do this in the database view, and it would be helpful to have some control over when I can download the most accurate information in this format.Reviewed: Voting Open
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List Permissions not dependent on query permissions
Currently, in order to see a list that was shared with you that was built using a query, you must have query rights. It sounded like from the recent PUBs that this is going to be the same way when query is fully available in NXT. We do not want al...Reviewed: Voting Open
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Make Fund Attributes an Available Filter in Insight Designer
This would mirror the method used in Raiser's Edge to group funds into specific classifications. An example is we have funds with a specific school attribute. It would be very useful to get a total of funds that received gifts for a specific perio...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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Show attachment filename as a column in action lists
I'd love to see the Filename of any Attachments in a column of a List. Otherwise, when trying to be sure that everything gets scanned & filed, I have to open each record and look. At the very least, the paperclip icon to indicate that there is...Reviewed: Voting Open
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Add Campaign Goal Summary Report to NXT
The Campaign Goal Summary Report is a database view report and is integral to tracking goals for campaigns and should be brought to webview.Reviewed: Voting Open