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add available fields for insights in NXT
There are several fields available, but useful ones like addressee and salutation are not amongst them. Baffling.0
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Copy online registration form from one event page to another
It would be helpful to be able to copy an online registration form from one event page to another OR to save that form as a default form that can be applies to new event pages5
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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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Allow gifts entered in Web View to be edited and/or deleted
According to KB article 194880 . . . This is expected behavior. Gifts entered through Web View cannot be deleted in Web View or Database View and the gifts cannot be edited (with the exception of adjusting the gift) in Database View. The recommend...10
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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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A marketing preference page for constituents to opt-in and out of specific marketing through NXT email
It would be extremely useful for constituents to see a preferences page for marketing - so they can choose what newsletters, etc they would like to receive. Currently, if they click 'unsubscribe' they mass unsubscribe from all marketing from the u...9
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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