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Fund Relationships available in NXT
We use Relationships to track Fund Representatives and Recipients (we create a relationship between the Fund record and the Constituent record). As far as I can tell, that does not exist in NXT. Sure would be helpful. Thanks!
Created 06 Jul 22:51 by Susanne Larsen
Relationships
72
Reviewed: Voting Open
351
Vote
Add Primary Employment to NXT Constituent List
Just like we have Education field in NXT Constituent Lists with a Primary flag - we should also have Employment field with Primary flag. This would contain org name and position. This is crutical to complete the 365 view of Alumni and Prospect - a...
Created 29 Mar 02:34 by Guest
Lists
19
Reviewed: Voting Open
306
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Ability to review event participants who are not auto-matched
Rather than add a bunch of unnecessary records into RE because someone put their first and last name in the first name field or misppelled (yes that was intentional) it typing fast, it would be great if we could have the ability to review those wh...
Created 18 Nov 16:54 by Dan Snyder
Online Registration
14
Reviewed: Voting Open
478
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Exclude inactive campaigns, funds and appeals from report filters by default
It is crucial when filtering, etc on gifts, constituents that we don't have to scroll through miles of old campaigns, funds and appeals. This option is available in RE but not NXT. Seems like it was forgotten.
Created 18 Oct 21:16 by Guest
Data analysis
30
Reviewed: Voting Open
476
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Filter by "This Fiscal Year" in Analyze
It would be really handy if "this fiscal year" was a date range option within Analyze, so that you didn't have to update the date range each time you accessed saved views.
Created 07 Sep 15:59 by Guest
Data analysis
5
Reviewed: Voting Open
314
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Ability to export a custom dashboard to PDF
Need the ability to export a custom dashboard from report builder to PDF, instead of just Excel. We want the ability to share these dashboards with people who do not have access to RE NXT.
Created 29 May 14:38 by Alex Oakley
Data analysis
30
Reviewed: Voting Open
105
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Detail which form, donation or event registration in the Gift Batch
We have many donation forms and events for registration happening at the same time. There is no way within the Gift Management area to determine which form or event the transaction was entered on. This is very frustrating and makes it extremely di...
Created 24 Jan 16:06 by Ursula Stacks
Online Registration
6
Reviewed: Voting Open
10
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Add "Ends with" Query Filter
Please add an “ends with” operator for queries. This would allow users to filter data based on text fields ending with a specific text, such as addresses ending in “East.” Unlike the operator “contains," which searches for text anywhere in the fie...
Created 09 Oct 12:50 by David Springer
0
Reviewed: Voting Open
228
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.
Created 26 Aug 00:32 by Greg Churchill
Actions
25
Reviewed: Voting Open
504
Vote
Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...
Created 03 Jun 11:31 by Guest
Work Center
47
Reviewed: Voting Open
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