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Export Portal Linked Users
Pull a list of users who are linked to the portal.0
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Add Gifts by Constituent in Report Builder Dashboard
There is an option to see a grid of Pledges by Constituent, can there also be the option to see Gifts by Constituent?0
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Insight Designer functionality for Email Results from NXT Email Marketing
Add functionality to build insights around email results to add to dashboards to complement the email results found in the Marketing tab0
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Ability to add columns to Portfolio
Having the ability to modify or add columns in your portfolio especially opportunities.0
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add Const. ID next to or under Const. name in NXT Const record banner
Prominently display const ID in record header to avoid data entry errors and confusing records with same name for end users while in search.0
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NXT Insights add ability to compare "same period, previous year" for more than 1 year at a time
The "same period, previous year" comparison option in insight builder is great to show year-to-date comparisons. This would be so much more useful if we could select how many years we want to compare for the same period. We often want to look at 3...0
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Ability to filter on college/school in Education
No description provided1
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Add Previously Entered Action to Opportunity from within Opportunity
When I am reviewing an Opportunity, it would be great if "Add Action" also allowed me to add previously entered Actions, instead of just entering a new Action.2
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Default Order Type "E-Commerce" for Automated Recurring Gifts
All recurring gifts are E-Commerce gifts so we should have the ability to default the Order Type for automated recurring gift payments in NXT to "E-Commerce". Currently the Order Type flows through to RE as "Telephone".0
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Make the header scroll bar static
When you have many constituents which require you to scroll down to see them all, and also many columns which require you to scroll right to see everything, the head scroll bar is not static. So if you are down at the end of your list and need to ...1