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Report Builder - filter by values that aren't currently used in live data
Currently, you can only filter by values in Report Builder if they have been used in live data - the values simply existing in Tables isn't enough. This prevents me from building reports in advance of upcoming initiatives, forcing me to instead cr...0
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Auto add name variations into alias when merging records.
It would allow us to have less dupes. We would have the different name variations in the record which will allow imports to be cleaner. When merging it would merge the source record name variation into AKA alias type.0
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RE Gift Transaction ID - to automatically be added in gift attribute from NXT online gifts
this would be extremely helpful since it is a manual process and is needed for credit card reconciliation.0
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Notification & ability to review donor changes made in Portal to gifts
We need to be notified of and have the ability to review changes donors make to their gifts in the donor portal. Example- we have donors putting a hold on their recurring gifts and we don't know about it until it tries to process.4 Reviewed: Voting Open
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Remove donors from a workflow
As well as an inclusion list it would be great to be able to add an exclusions list to a workflow or drop donors from a workflow. We want to send a welcome series to regular givers but if they cancel after the first gift we do not want to send the...13 Reviewed: Need Further Info
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Giving statement email and filter changes
It would be helpful to have the ability to choose which email to send to. The ability to preview the consolidated receipt before sending would be very beneficial. Having more filters would be helpful. Like constituent code and receives consolidate...5
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Membership Dashboard/Reporting in RENXT Web View Not Available
In NXT(web view), Membership is not a filter you can choose from when creating a dashboard. It is also not available in insights. There are no list options for Membership available. There are no Membership specific reporting options available in N...0
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Show the Note Author
The notes section on NXT MUST show the note author. When you have multiple people who have contact with a donor, the only way to know who wrote a note is to go into database view. This is critically important if you need to ask the note author a q...7 Reviewed: Voting Open
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Add functionality so new gifts can be emailed out in daily report automatically
I would like every member of our team to receive an email showing all new gifts in the last seven days. I would like it to come daily and include linked content. This would be very helpful for everyone staying up to date on all gifts, not just the...5 Reviewed: Voting Open
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Add county to constituent profile
We have locations in multiple counties throughout Ohio and need to be able to query on that field. So please add county to the constituent profile in RE NXT.0