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Ability to review event participants who are not auto-matched
Rather than add a bunch of unnecessary records into RE because someone put their first and last name in the first name field or misppelled (yes that was intentional) it typing fast, it would be great if we could have the ability to review those wh...14 Reviewed: Voting Open
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Exclude inactive campaigns, funds and appeals from report filters by default
It is crucial when filtering, etc on gifts, constituents that we don't have to scroll through miles of old campaigns, funds and appeals. This option is available in RE but not NXT. Seems like it was forgotten.30 Reviewed: Voting Open
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Filter by "This Fiscal Year" in Analyze
It would be really handy if "this fiscal year" was a date range option within Analyze, so that you didn't have to update the date range each time you accessed saved views.5 Reviewed: Voting Open
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Ability to export a custom dashboard to PDF
Need the ability to export a custom dashboard from report builder to PDF, instead of just Excel. We want the ability to share these dashboards with people who do not have access to RE NXT.30 Reviewed: Voting Open
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Detail which form, donation or event registration in the Gift Batch
We have many donation forms and events for registration happening at the same time. There is no way within the Gift Management area to determine which form or event the transaction was entered on. This is very frustrating and makes it extremely di...6 Reviewed: Voting Open
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Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 Reviewed: Voting Open
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
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Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
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Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in N...34 Reviewed: Voting Open
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Gift List in RE NXT should include the column for Assigned Solicitor
We are finding that running constituent lists does't give us the information needed and then when we run gift lists it doesn't give us the the constituent information needed such as the assigned solicitor which would be a lot better for us. Not gi...3 Reviewed: Voting Open