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Options for Average Gift Calculation in RE NXT WebView Dashboard & Insights
Right now, RE NXT Insights calculates average gift using the giftsplit dataset, which divides the gift amount by the number of fund splits. That means if a single gift is split across multiple funds, the average looks smaller than it really is. Wh...0
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All the functionality of Database view should be available in NXT webview
Given that we have been told that the intention is to "switch off" Database View at the end of 2024, this is obviously what is needed.64 Reviewed: Voting Open
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be able to see on a gift record who added it and who last changed the record
we can see this in database view in the gift properties and it drives some user accountability3 Planned
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The comments field of a gift record needs to be editable in NXT
Perhaps this is already in the works, but it would be helpful to add and edit comments that are part of a gift record. Currently, we have to open database view to do this, which is annoying.12 Planned
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NXT webview missing important phone fields
There are several posts about adding 'Comments' fields to emails in NXT, but this needs to go even further. ALL phone fields (phones & emails) need to be brought over to NXT, including 'Date last changed'. We rely on both the Comments and Date...11 Reviewed: Voting Open
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Add Export to NXT
We need to have Export in NXT before Query is turned off in database view. With just Query in NXT, there is no ability to do household processing for mailing lists, or export fields like constituency code as separate columns rather than duplicate ...14 Planned
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Filters for NXT Lists should include the option of NOT
This will give far more flexibility in being able to exclude certain criteria.48 Reviewed: Voting Open
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NXT Reports need ability to preview report/
Not having to wait until after you have ran the report to determined it's not what you expected would be extremely helpful.8 Reviewed: Voting Open
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In webview query, adjust how you view and select "one of" criteria pulled from a table to be more usable.
Currently when you want to view or add a criteria of "one of" from a table field (like Fund ID, Appeal ID, etc.) in webview query, it loads a single list showing you checkboxes for all the fields you have selected. It only loads 20 codes at a time...17 Reviewed: Voting Open
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Query Lists
please move query lists over to web views we use these a lot and love the change log feature. We need these to work in webview as database view eventually goes away.48 Planned