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Batch Processing in NXT tweaks
Several items I've noticed that are missing in the NXT batches when compared to the OLX batching process is: There appears to be no "global change" function for campaign, appeal or fund fields. At present it seems the only way to change a field is...6 Planned
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Make more intelligent filters in NXT single row query (Export)
Filters could be much better in the Export being built for web view (single row query) for example if we want to get the primary constituent code, in database view we currently need to export 2 and sort them by record heirarchy, if we export one i...0 Reviewed: Voting Open
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Allow NXT lists to include all fields in NXT
Specific to the prospect module, fields such as "time in prospect/opportunity status" and the field noting why a prospect status has changed do not show up in Lists. This means these fields are only useful when individually reviewing constituents....5 Reviewed: Voting Open
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Add Last/This Fiscal Year as Criteria in Query
Currently when building a Query in NXT the only options for a changing date range is This Calendar Year and Last Calendar Year. More often than not, we are doing reports on fiscal years, not calendar years. Please make an option for This Fiscal Ye...5 Reviewed: Voting Open
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Ability to show query results in panels on NXT home page
In database view, the home screen allows you to display query results, such that you can look at multiple queries at a glance. So far, the NXT home screen only allows you to add "favorite queries," but you have to click into the results, which ope...0
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Link gift to opportunity at the point of adding the gift
It's great that you can now link a gift to an opportunity in webview. However, it is clumsy to have to create the gift first and then go back into the gift record to link it to the opportunity. Please can this be an option when entering a gift to ...1 Reviewed: Voting Open
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The ability to add split gifts by percentage rather than dollar amount
In DBV, you can enter a pledge with a split gift based on percentage (85% to FundA, 15% to fundB) and then when payments are made, regardless of the amount paid, the % split is applied. Entering split gifts in webview which allows only set dollar ...2
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Appeals, Funds & Campaigns - Make selections sticky
It is great to see the Appeals & Campaigns records now in Web View. It would be great if the "display active entries only" checkbox could be sticky so that it stays checked. (or is checked by default). Currently it defaults back to unchecked e...1 Reviewed: Voting Open
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Add ability in NXT to include headers on query exports just as it is in Database View
We need to be able to include headers in query exports.0 Reviewed: Voting Open
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Add Phone Import ID to query (Really all fields that have an import ID and is not already in query)
I do a lot of querying the database for information to update/fix like phones and emails. I need the import ID in order to update what I need to for that particular phone entry. For example, I might be need to change several types of emails and ma...0 Reviewed: Voting Open