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Add filter for NXT lists: "assigned to" is blank
I need to filter constituents who do not have an assigned fundraiser. Please add this.Reviewed: Voting Open
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NXT List Start with a static set - Add filter option of "date"
Add date as a filter option so that if you create a static query in database view, the option to search for the static query could be filtered by date.Reviewed: Voting Open
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List for Benefits that allows our Marketing team to see and update Event or Gift Benefits
Currently sponsor benefits are hidden within each sponsor/participant/gift record in database view or a complicated query/export. Would be great if NXT Webview had a place to see a list of benefits such as in List with filters for the event, event...Reviewed: Voting Open
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Scheduled Reports RE NXT - Add option for more than one run date
To enhance report scheduling, please add a 'Repeats Monthly' option that allows users to specify multiple days. For instance, the selection process would be: 1. Choose 'Repeats Monthly'. 2. Choose 'Every Month'. 3. Choose 'Specific Day(s)'. 4. Sel...Reviewed: Voting Open
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Add another constituent measure for appeals in insight builder
We need another constituent measure besides donor for looking at appeal performance in insight builder. We are trying to look at how many people received an appeal (were solicited) to calculate our response rate.Reviewed: Voting Open
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Add "use pledge balance instead of pledge amount to NXT reports".
It's hard to create a report that matches the Gift Detail & Summary Report in NXT when doing reporting if you would like to include pledge balances in your total. If you add pledges to your gifts being counted in NXT if then double counts the ...Reviewed: Voting Open
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Additional ideas for Filters
Would love for these things to be available as options for filters in Constituent Lists: It looks like if you don’t select a Fundraising from the Assigned To drop-down, you will get unassigned prospects, but I’d like for “unassigned” to be an a...Reviewed: Voting Open
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Ratings Filter and Sort
It would be helpful if filtering on custom ratings would allow you to select more than one value or a range. It would also be nice if ratings in a list would sort by the description. Many times, our fundraisers would like to see high to low values...Reviewed: Voting Open
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Annual statement by gift type/category
On the annual contribution statement, it should be broken down by gift type/category, i.e. "cash," "stock," "gift-in-kind," etc.Reviewed: Voting Open
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Have the option to exclude inactive funds/campaigns from the Analyze Overview filters
This is helpful to hide old campaigns and funds from drop downs making it hard to quickly select funds/campaigns. It is especially beneficial if a database merge has taken place.Reviewed: Voting Open