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Prospect Insights - Please make Giving Indicators scores of the same name consitent
We use Prospect Insights, ResearchPoint, and Target Analytics to asses and analyze wealth ratings/scores of prospects for our Moves Management process. Please either clearly define how/why ratings with the exact same name from all sources have dif...0 Reviewed: Voting Open
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Allow organizations to define "major gift" parameters in Prospect Insights
The default "major gift" in Prospect Insights is currently $10k or more. Our organization wants to be able to adjust this to $5k or more, to pull in more prospects and potential givers within the PI module.0 Reviewed: Voting Open
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Display Phones and Emails under the biographical section in prospect insights
No description provided0 Reviewed: Voting Open
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Prospect Insights - sync Target Gift Range updates to Ratings area
The target gift ranges that appear in prospect insights are super helpful; however, they do not update anywhere else in the ratings area on the constituent's record. We have old target gift ranges from ResearchPoint in our database that are showin...0 Reviewed: Voting Open
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Assigning/Qualifying Donors from Prospect Insights
How can we get donors into the “Prospect Insights” pool to qualify and assign them? When accessing a donor’s prospect insight from the donor record in NXT, there in no way to mark them as “Qualified” and the “+ Add Fundrasier” button is not active...0 Reviewed: Voting Open
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Create custom insight based on custom fields/attributes
It would be very helpful if we could create insights based on custom fields on our records.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Add reason field to prospects - gifts to other in web view
Fundraisers only work in Web View so without being able to see all the gift to other fields the information is not accessible where it needs to be.0 Reviewed: Voting Open
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Prospect Insights Cumulative Total is calculating gifts that are not actual
Cumulative totals are calculating other gifts instead of using Giving Analysis criteria in settings. It is currently picking up all gifts in a record like "other" instead of just cash or pledge payments.0 Reviewed: Voting Open
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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 Reviewed: Voting Open