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Adding Constituent ID's to LYBUNT/SYBUNT report
I think we should be able to add Constituent ID's to LYBUNT reports. It is already a PAIN to do the report, and constituent ID's are extremelly helpful and needed for reporting. Please make this change. Thank you!Reviewed: Voting Open
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Preserve Giving Statement PDFs
Giving Statements pdfs were deleted in NXT when I deleted the query in the database the pdfs were based off of. The database query was the NXT list used in generating the giving statements.Reviewed: Voting Open
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Expand the 500 entry maximum to queries
I work with large lists all the time. Not being able to query the complete list makes it onerous to generate actions or lists without having to repeat the steps multiple times.Reviewed: Voting Open
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Exporting Media
It would be helpful especially with the recent data breach to be able to export media in a large group instead of having to go into the record individually.Reviewed: Voting Open
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Duplicate existing measure in Insight Designer
A lot of use cases involve comparing different measures (year x to year y, group 1 to group 2), meaning that you're creating a lot of the same measures. Being able to duplicate a measure would be a helpful feature to avoid duplicate work.Reviewed: Voting Open
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Use a fund or appeal category to pull in all funds and appeals including inactive
For lists it would save a lot of timeReviewed: Voting Open
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Filter by Solicitor in Analyze (NPI)
Add the ability to analyze in the NPI by filtering on Solicitor Name and/or Type. This would allow fundraisers to see their own performance and managers to keep a track of the performance of their fundraisers.Reviewed: Voting Open
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Ability to set list column defaults by user and/or specific list
Currently the list columns default to heavily gift focused content. Not all constituent engagement starts from existing donors and therefore other columns are more relevant. It is inefficient to have to set the columns for every new list and every...Reviewed: Voting Open
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Enable ability to filter Constituent List by Email
It would be really helpful to create a constituent list that only includes records with valid emails in NXT web view. Filtering by "Email is not blank" would be really useful in segmenting marketing emails.Reviewed: Voting Open
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Add date filter to Retention/Acquisition Analyze Categories
In the Analyze section - in Overview you can change the time-frame, but in Retention and Acquisition you can't change the time frame. Example - I'd like to be able to look at retention rates for FY17 (which for my org is July '16 - June '17).Reviewed: Voting Open