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Create and track goals related to Actions and Opportunities in web view
The Analyze fundraising action and proposals are great, they would be greater if we could apply goals to them so the analyze is comparing to a goal for metrics.1 Reviewed: Voting Open
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List building using class of field
We pull lists using the class of field all the time. It would be nice to be able to just add multiple classes as an option. Example a class of 1955, 1960, and 1965 list would all need to be pulled individually since the option 'one of' isn't avail...0 Reviewed: Voting Open
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Allow the use of receipt amount (instead of gift amount) for giving totals
It would be very useful to be able to configure things like the giving tile on the constituent's record to use receipt amount when showing the lifetime giving figures instead of gift amount. It would also be very helpful if we could configure this...3 Reviewed: Voting Open
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Fix Number of Records column in Query - queries without output show 1 record
If I run a query that does not have anything selected for output, the number of records shown in the Records column in the main Query page listing, shows as 1, even if the query results are more than that. When building mailing lists, I frequently...1 Reviewed: Voting Open
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Use of the "or" operator in NXT filters
I would like to be able to filter in a constituent list using the "or" operator in NXT. Right now, it is only the "and" operator by default.0 Reviewed: Voting Open
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Sort web view query listing by record count
Queries are an important part of auditing for data hygiene. The most effective audit queries return zero results. For queries that return multiple results, the auditing process works best if queries with low record counts can be assessed first. In...0 Reviewed: Voting Open
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single report which includes both donation form data and financial reconciliation data
Our finance team is asking for a more complete report as the present report available to them through BBMS is not adequate for their needs. Without the complete information (both donation form data and financial reconciliation data) in one report ...0 Reviewed: Voting Open
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Exclude write offs in total giving
We need to be able to exclude write offs in total giving. This is in reference to the total giving on a constituent list in NXT. Then lifetime giving will show a different value from your total giving criteria. This does not make sense to me. When...2 Reviewed: Voting Open
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Add additional options for list filter including org name, profession, position title
Please expand the options for filtering lists, (perhaps in the custom fields?) and in the columns as well.0 Reviewed: Voting Open
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Correct the double counting of planned gifts and realized revenue for living donors on custom insights
The prebuilt insights properly exclude planned gifts that have realized revenue, so that the revenue is counted and the gifts are double-counted. However, when building custom insights, these amounts are double-counted unless the gift is ALSO mark...0 Reviewed: Voting Open