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Allow Stock Gifts to record Issuer Number of Units in decimals
We get stock donations that aren't whole numbers. For example, 25.302 number of shares. There is no way to currently enter that information into the system as the field will only allow whole numbers.3 Reviewed: Voting Open
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Add ability to mark opportunity as inactive
When our fundraiser starts a new opportunity with a donor, they need to mark the previous opportunity as inactive. I don't see that as an option in RE NXT.3 Reviewed: Voting Open
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Manually refresh the Analyze Dashboards
I would love to be able to manually refresh the dashboards in Analyze. I can do this in the database view, and it would be helpful to have some control over when I can download the most accurate information in this format.13 Reviewed: Voting Open
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First gift reporting options in dashboards and insight designer
We're working on tracking first gifts and new donors. I would like to be able to create reports to understand gift size and appeal for new donors/first gifts, but that type of segmentation is not currently available in NXT. Even if you used lif...5 Reviewed: Voting Open
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Add Query Navigation options in Query Results View
Query in Database View allows you to move within query results and quickly move to the beginning or end of the results list. Please bring this option over to queries in Unified View, as the current option can be rather unweildy as it has to scroll...0 Reviewed: Voting Open
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Adding "Assigned Solicitor Name" in the dashboard and insights
No description provided0 Reviewed: Voting Open
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Ability to add favourite constituent records to Home page
There are certain Constituent Records I work with frequently. In DB view I have these favourited on my home page. Please allow us to do this in Web view also1 Reviewed: Voting Open
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Share opportunities
We often solicit by households rather than individuals, so it would be helpful for spouses or other relationships to both be linked to the same opportunity rather than just having it exist on one constituent record.0 Reviewed: Voting Open
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Allow Membership Import ID to be seen on Membership Tile
Currently, our records can have more than one active membership category. When I need to locate the membership import ID for one of the active memberships--which we rely on to upload data from RE into our ticketing system--I have to open the datab...0
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Enable NXT Email to support PDF attachments
Seems like a basic function to have. We can add a link to the template which directs to a PDF on another platform, but would love the ability to simply attach a PDF directly with the email. Please review if possible for future release. Thank you.2 Reviewed: Voting Open