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SP Last year function update
I created a simple insight to show a gift officer's total actions for the current year compared to the same period in the previous year but that comparison does not work as it pulls in all of last year based on the dashboard filter. Based on BB he...0
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Allow RE NXT Insights to Add Lists
Right now, you can add Const IDs one at a time in RE NXT Insights. However, this functionality would be much improved if one was able to link to a query (as with RE Databased View Export) to add the list or to drop in a list of 500 Const IDs at on...1
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Find and Replace GL numbers in GL Distribution
I would like a function that you could utilize when you need to update all funds with a new GL number. We recently closed a bank account and now need to have all GL numbers w/in the funds updated to the new one. I would like to be able to do a fin...0
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Fixing donor contributions to other organizations.
If you have recorded a donor's gifts to other organizations through database view, they all get sorted into the "Other gifts" category on their Prospect Management tab within NXT. The only way to get gifts categorized properly as Philanthropic Gif...1
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Reorder Constituent Codes in Import
Currently, the knowledgebase advice for globally/mass changing the order of constituent codes is to download the codes, delete all codes for the constituents in question, edit the codes in Excel, and then reimport them in the order you want them. ...0