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Creating the List share functionality for Opportunities in Analyse
I've starting sharing lists with my team that replaces the need for exporting many spreadsheets and getting information centralised. This is starting to look transformational which is great. Now I'd love to replicate this experience for my databas...0
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Totals -
How about considering a Total All Campaigns in Top Campaigns in Fundraising >Analyze? Please! Thank you Also, how about totaling all the campaigns in Progress to Goals as well? We are always using a calculator to add up these numbers0
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Edit Default View in NXT
Right now, it is not possible to customize your default view in NXT. I think users should be able to edit their own default view and choose what they want to see!0
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Donors by lifecycle: filter by campaign/fund
I love the donors by lifecycle feature, but when I delve into the finer details it's pulling out alot of information about funds/campaigns that aren't useful to our reporting. Regardless it would be great to compare donors from one fund to another.0
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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