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Ability to filter in NXT by constituents who attended an event.
After an event, it would be very helpful to view the wealth rating and giving history of everyone who attends the event. We would like to view the higher rated attendees so we know who would be a strong prospect for us to invite for a follow up in...Reviewed: Voting Open
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Event fields from Database to Web view. Queries and lists
Currently event query fields are being pulled from database view. Please update the field options to be pulling from web view. For Example, RSVP status, participant options, updated event categories. Also add these fields to constituent lists so w...Reviewed: Voting Open
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Add option to filter by any constituent code in Insight Designer
Currently, only primary constituent code is a filter option in Insight Designer. It would be useful to pull giving by constituent codes that are not the primary code.Reviewed: Voting Open
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Open relationship records from relationship query.
When using a relationship query, it would be very helpful to be able to open the relationship record or at least the associated constituent record from the query results (like you can with a constituent query or gift query).Reviewed: Voting Open
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Columns in Constituent Lists
Please add addressee and salutation to the column options for Constituent Lists - this is integral to creating mailing lists.Reviewed: Voting Open
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Please Please Please add a total received field for Gift lists in Webview!!
It would be very helpful when pulling gift lists not to have to export into an excel sheet to see the total amount received.Reviewed: Voting Open
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Additional columns for Lists
I think our development officers would be more inclined to use Lists if the following fields were available for selection as a Column(s) in the Lists tool: Columns Constituent ID (this populates when you export to Excel, but I would like for it...Reviewed: Voting Open
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add "date added" field to constituent lists in first gift
when pulling constituent list of donors with first gift, it would be be helfpul in the first gift filder to have the option of date added for the gift.Reviewed: Voting Open
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Manage campaigns, funds and appeals in NXT
These records are not easily to navigate to in NXT, so that needs to be changed as well as being able to edit or add new from NXT.Reviewed: Voting Open
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Ability to export the Notes when pulling an Action list
It's not currently possible to export the Action Notes themselves directly from NXT, but it can be viewed in the NXT report. It would be helpful to be able to export this information.Reviewed: Voting Open