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Custom Insights for Events
I'd like to see event data available in custom insights -- Calculating % attendance or counts by roles at events would be incredibly useful.1 Reviewed: Voting Open
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Keep "Include relationship records" checked when searching constituents
I love being able to search relationship records by name in web view, but I hate having to check the "include relationship records" box EVERY TIME I do a new search. Odds are, if I check it once, I want it checked always. Please keep this setting ...0 Reviewed: Voting Open
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Enable a set of multiple Email Types to be chosen when sending a Marketing Email
When sending a marketing email, allow the email to be sent to more than one email type. Currently, one can only choose one email type from a drop-down menu to receive one's email. If one is wanting to send to additional email types, one has to kee...2 Reviewed: Voting Open
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Allow the ability to move gifts between individual and organization records in NXT
The ability to move gifts between individual records in NXT is great, but we should also be able to move them between individual and organizational records as sometimes web gifts come in from a person on behalf of a company, and we need to move th...2 Reviewed: Voting Open
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Add Custom field description (ie Value) to Query
Add Custom field description as a query-able output in Query for custom Action fields. Currently only Category, Comments, Date are available across all custom fields, with description available separately on each individual custom attribute. This ...1 Reviewed: Voting Open
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ID# to appear next to the name when looking up records.
When searching for a record it would be very helpful if the ID# would appear next to the name.0 Reviewed: Voting Open
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Have all expand and collapse arrows tiles in the same order at the top of each record type.
On the main constituent records in the web view one can collapse and expand all the tiles. Collapse is on the left and expand is on the right. On the gift record I just noticed this is opposite. It would be great if they were consistent on all rec...1 Reviewed: Voting Open
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More options in Workflow Designer!
Would be great if WD could could be a bit more dynamic 'cause it would make life a whole lot easier! Allow action date option to be some date in the past (right now just current or future) Allow workflows to be marked as "Completed" with Completed...3 Reviewed: Need Further Info
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Need "Receipt Date" and "Receipt Status" merge field in NXT receipt templates
These two populate in the Transaction Details merge field, but aren't available as their own merge fields (unlike most other info). The Transaction Details merge field as it stands now doesn't always work for our purposes (usually problem of info ...3 Reviewed: Voting Open
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Make the Refresh button more visually clear in web view Query Editor
The "Refresh" button in Query >> Results is displayed as text-only with no outline around it. This button and the search bar next to it should have a gray outline like the other buttons in the query editor in order to bring to attention to t...2 Reviewed: Voting Open