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Please offer an Insights Builder Design Manual
We are paying for this, and the least BB can do is provide a PDF manual as a resource. For those of us spread really thin and who don't have a lot of time, we need a tool to help with building these. I have felt that it's the greatest hindrance of...0 Reviewed: Voting Open
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Separate attribute date and attribute description when exporting a constituent list from web view
When exporting a custom attribute from a constituent list in the web view, I would like to see the option to not include the date (or lack of one) in parenthesis after the attribute entry. Or the option to have a separate column for the date.1 Reviewed: Voting Open
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Ability to change Giving tile to include matching gifts and soft credits
I would like the ability to change the Giving tile parameters so that the Consecutive Years and Gifts Received include soft credits or matching gifts.1 Reviewed: Voting Open
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Remove auto-append date for Query Exports
When exporting a query, the current date e.g. 8/11/2025 is appended to the end of the filename along with the title of the query. So my query export looks like Example-Test Query 8/11/2025.csv There is a 50 character limit on filenames, so if I ha...0
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Send email receipt confirmation to person who paid on behalf of an organization for event registrations
It seems organizations are not sent an email confirmation to the person who paid for the registration. I'm not sure if an email is sent to the email address of existing organizations (which may not be the correct person to send it to), but nothing...1 Reviewed: Voting Open
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Add Head of Household filter to Work Center/Actions
We would like to be able to filter by Head of Household in Work Centers/Action tab for performance goals/metrics.0 Reviewed: Voting Open
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Sorting functionality in Insight Designer
We would like to have the ability to sort the constituent report in Insight Designer by Last Name.0 Reviewed: Voting Open
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Add full NXT restore capability after reset
I was not surprised to learn that data and settings from expanded NXT functions was being stored directly on the NXT platform. I was surprised to learn that this data can not be restored on a system reset. (I just lost 60 customized prospect lists...4 Reviewed: Voting Open
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Descriptions for horizontal payment buttons
Right now, descriptions for payment amounts only appear in vertical ladders, not horizontal ladders1 Reviewed: Voting Open
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Ability to review a list of constituents, select certain ones and create a new list with just those
would also be great to have other functions - select specific records and add an action, add a note, attribute or just save those selected profiles into a new saved list.0 Reviewed: Voting Open