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Allow filtering on past due pledges/lapsed giving
When past due pledges appear, they include our "placeholders" for estates. (we don't have the PG features) I would like to be able to filter those out (by gift campaign type or gift appeal). This also impacts past due giving.0
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Opportunity Analyses by value not by number
The visual analyses of proposals by status, purpose etc look great however we need to be able to view them by amount asked rather than number of proposals. It would be much useful to have this wonderful tool reflect the amounts under discussion at...0
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Ability to view data by Calendar Year
As we work on the calendar year we want to be able to measure our data based on the calendar year.1
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Property values for their home, business, rentals.
No description provided0
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The ability to drill into Referral Visits Summary on Donation forms to see who donated from what links
It would be great to be able to analyze which gifts came from which donors through which links to gauge the performance of our donation forms and connection to social media/websites. The ability to drill into all the referral visits summary data w...0
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Add middle name field to all name entry interfaces!
This helps us avoid & correct DUPLICATE records. It is very easy for both a db manager & for new constituents completing forms to add a middle name or initial, or to skip this not-required field. Please help us to collect this valuable data.0
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Remove Rows/Columns with no data
Some fields, like Gift Sub-type, may contain empty rows or columns, taking up a lot of space. There should be a toggle to remove rows with no data.1
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Ability to include leap year dates in insights/reports
Currently, when utilizing a dashboard, there is no way to use the comparison function to compare a period of time accurately if the end of your comparison falls on Feb 29. For instance, if looking to compare the gift amount raised for Jan - Feb...0
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Allow tables of more than 500 entries able to be seen and used in NXT Filters.
For Schools and Funds, we have more than 500 entries and you can't sort/choose those over the 500 mark. I understand the trade-off of time to process, but this should be an option to include and use all the data available. I have found the work ar...