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We would like to see the Education Class (primary or non-primary) as a Attribute in Insight Designer
As a school, many insights are broken down by Class Year so, Primary Class of would be a necessary attribute field to replicate many of the reports that come with the Alumni Module in database view.3 Planned
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Education Records in NXT
NXT has been widely adopted worldwide by Universities - I note there are a number of votes to increase the functionality of what is available in Lists / Filter and displaying. Basically there is not enough flexibility for us to do our jobs and we ...2 Reviewed: Voting Open
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Soft Credits should be included in donor lifecycle status
I created an insight based on where assigned prospects are in the Donor Lifecycle; however, I found that the Donor Lifecycle tag does not incorporate soft credits. This gap renders it useless for major gift level work. Please include soft credits ...0 Reviewed: Voting Open
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Export a constituent profile from NXT at the click of a button
Like DB view - be able to set up a constituent profile template and click on an individual record to export that profile in word format or PDF format for a MD meeting. Ideally it would export the profile picture too.0 Reviewed: Voting Open
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NXT Action Lists - Add spouse/partner name
Action lists need to provide spouse column option the same as constituent lists- fundraisers need to see both names while reviewing Action lists.1 Reviewed: Voting Open
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Prospect Insights - Give the ability to change the solicitor type when ending a solicitor assignment
When we end solicitor assignments, we change the type to former. This is needed for reporting. It would be great if there was the option to change the solicitor type when ending the assignment.1 Reviewed: Voting Open
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Allow Attachments on Event Confirmation Emails
In age of virtual events, we have had to come up with a bandaid solution to provide our event registrants with their printable bib for our annual 5K run/walk. We would appreciate the ability to add the PDF document as an attachment to the confirma...1 Reviewed: Voting Open
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Notify my fundraiser when their assigned major donor/important constituent checks in at an event.
I want to notify my fundraiser via email or SMS when an important constituent checks in at an event.
5
Reviewed: Voting Open
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Allow customization of columns in Giving History tile in NXT
Users should be able to see campaigns, appeal, packages - or other pertinent info - in the Giving History tile in NXT instead of just the fund.10 Reviewed: Voting Open
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Allow open batches from webview to be viewed in database view
Currently, gift batches from the webview are only visible in the database view once they are "approved" or committed. It would be very useful to our gift entry team to be able to view open batches from the webview in the database view as well. The...5 Will not implement