-
Query Editor in Webview adjustable boxes- make "Available Fields" box adjustable to gain needed screen space
Webview Query editor has equally sized boxes for "Available Fields" and "Criteria". Almost always, the Criteria require much more width space to see the details of the criteria. When working on a laptop screen, you frequently have to use the scrol...0
-
Please offer an Insights Builder Design Manual
We are paying for this, and the least BB can do is provide a PDF manual as a resource. For those of us spread really thin and who don't have a lot of time, we need a tool to help with building these. I have felt that it's the greatest hindrance of...0 Reviewed: Voting Open
-
Sorting functionality in Insight Designer
We would like to have the ability to sort the constituent report in Insight Designer by Last Name.0 Reviewed: Voting Open
-
Being able to view recurring gifts with donor cover
This should be an output field option so we can see which recurring donors chose 'donor cover' vs those who didn't0 Reviewed: Voting Open
-
Summary Action Notes add to opportunities list in NXT
The major gifts team are using the opportunities list in NXT to weekly review each proposal and they find the last and next action helpful. They export the list so to share with others by email and at meetings. However you cannot see the actual de...0 Reviewed: Voting Open
-
Bulk Edit of Action Lists
It would be extremely helpful and efficient to be able to mark a list of actions complete all at once, rather than doing each one individually. At certain times of year, we may have 80+ actions to mark complete.0 Reviewed: Voting Open
-
Insight Designer templates for CASE survey monitoring and reporting
Establish templates in Insight Designer that provide data for CASE Support of Education and CASE Alumni Engagement Surveys This would facilitate monitoring and reporting0 Reviewed: Voting Open
-
Add a List to a Dashboard in RE NXT
I would love to have a List that can be seen in a Dashboard in RE NXT. If that's not possible, then an easy way to link a List to a Dashboard.3 Reviewed: Voting Open
-
Quick Delete Functionality on Lists
There needs to be a faster way to remove records from a list then having to separately search them and remove through the "exclude" button method. After reviewing the information and determining the constituent is not one you wish to have on the l...3 Reviewed: Voting Open
-
Separate Constituent Summary/Opportunity Summary details into multiple columns
Sometimes we do not want to see all the additional details and only want to show the constituent name, so list row is narrower on the screen. It also would be great that these summaries are individual data items so we can see only specific items i...0 Reviewed: Voting Open