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Increase matching fields in Duplicate Management Tool
Currently, the Duplicate Management Tool seems to match constituent records based on any similar first or last name. For this tool to be effective, it really needs to be able to increase and prioritise the matching criteria as it's impossible to c...0 Reviewed: Voting Open
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Exclude write offs in total giving
We need to be able to exclude write offs in total giving. This is in reference to the total giving on a constituent list in NXT. Then lifetime giving will show a different value from your total giving criteria. This does not make sense to me. When...2 Reviewed: Voting Open
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Allow Sorting in Batch
We would like to be able to sort by Name, Gift amount or any other field, while viewing gifts processed via NXT, within Batch. Similar to Lists by clicking on the header field.1 Reviewed: Voting Open
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Please add 'Target' f field in RE NXT
The target field in RE database view holds important ask information for us and we like to see that reflected in RE NXT. Can you please add the field? Thanks.1 Reviewed: Voting Open
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Merge and Merged Accounts Lists
When merging accounts, or viewing Merged accounts tabs to delete a source account, it would be helpful to have a refresh button. In order to refresh the list I need to exit, then reenter Duplicate Mgmt. A refresh button would be convenient.0 Reviewed: Voting Open
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Add additional options for list filter including org name, profession, position title
Please expand the options for filtering lists, (perhaps in the custom fields?) and in the columns as well.0 Reviewed: Voting Open
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Create an Events Dashboard for Communications
A hub where you can send emails to participants, guests, link gifts, etc would be great. You could set up automated emails the closer you get to an event and also send post event emails thanking them for their support.0 Reviewed: Voting Open
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Add our internal rating(s) as column display choices in Work Center portfolio
In the work center Portfolio view, our MGOs can't see our capacity rating. Would be great if we could have that be a choice as a column to display., as many times we want to look at portfolios sorted by our capacity rating.0 Reviewed: Voting Open
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Add functionality to filter Opportunity List by Prospect Classification
I want to segment Opportunity lists by Prospect Classification. However the Prospect Classification field is not available as a Filter, nor can you base an Opportunities list on a query (as you can for all other list types). Please add one or the ...1 Reviewed: Voting Open
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Add "Addressee/Salutation" field to organization records.
I need to be able to have organization address information in one place, without creating a relationship. Our school has inter-connected individuals and organizations, and I need to be able to address people - on the same export - as individuals a...1 Reviewed: Voting Open