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Create the ability to email Custom Dashboards
It would be extremely beneficial to our organization to be able to email our custom dashboards to our boards and directors. Please add this function.1 Reviewed: Voting Open
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Auto add or options to link a task to another constituent
A way to add an action into one constituent and then tag another constituent in the action so I don't have to copy and paste the second action as a task. For example: I want to add an action tied to an opportunity in a trust record, but then also ...1 Reviewed: Voting Open
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There should be an ability for donors to type in a comment when donating through an NXT donation form.
You can add a comment through Online Express Donation Form, but not NXT.0 Reviewed: Voting Open
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Add a one-button option to refresh or re-run a query in web view
Query in database view allows you to quickly re-run results by clicking the "run" button. This is a feature that is also needed in web view. I often use query results to work through a list of changes, and the "run" button allows me to see what is...2 Already exists
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Sort web view query listing by record count
Queries are an important part of auditing for data hygiene. The most effective audit queries return zero results. For queries that return multiple results, the auditing process works best if queries with low record counts can be assessed first. In...0 Reviewed: Voting Open
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Allow panels in NXT to be resized
It would be nice if we could resize some of the panels found on a constituent record to be wider so you don't have to page through and scroll to the side when trying to read some of the information on those panels.0 Reviewed: Voting Open
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Fiscal year committed but not paid (pledge balances)
It would be helpful to have a link in NXT to the gifts that compile into the fiscal year committed but not paid pledge balances. We need to see the unpaid balances due in the fiscal year and see them link to the gifts. This isn't even visible curr...0 Reviewed: Voting Open
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do not allow upload of media in webview attachment
You can upload media in Raisers Edge and it appears in webview. The opposite is not true. If you upload via webview, it cannot be seen in Raisers Edge (and cannot be queried on, etc.)3 Reviewed: Voting Open
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single report which includes both donation form data and financial reconciliation data
Our finance team is asking for a more complete report as the present report available to them through BBMS is not adequate for their needs. Without the complete information (both donation form data and financial reconciliation data) in one report ...0 Reviewed: Voting Open
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Layout of constituent records should be the same as it is in database view
From an information architecture/usability standpoint I think it's easier to view the information in a constituent record in database view than it is in NXT because of the way everything is organized in "tabs" at the top of the record as opposed t...0 Reviewed: Voting Open