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Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.10 Reviewed: Voting Open
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Make Custom Fields Sortable
When viewing custom fields in NXT (Attributes in RE) it would be helpful to be able to sort them in different orders so that I can immediately see what I need rather than scrolling through many to find one most relevant to the constituent.6 Reviewed: Voting Open
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Change "head of household" reference to something more inclusive/less patronizing
I work for a college; we have many alumni couples. Many are spouses of the opposite sex. Some are in same-sex marriages. We are using the "head of household" convention and have made the decision to assign the male alumnus as head of household. Wh...15
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Add packages to RE NXT Donation Form
Instead of using the Appeal option for tracking online donations, specified packages could be used to track online donations.3 Reviewed: Voting Open
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Show matching pledges and gifts in Giving History Pane
Matching gifts and matching pledges do not show in the list of gifts displayed in the main Giving History pane in NXT. You have to click on "Work with Gifts" to see that a constituent has any matching gift pledges or matching gifts on their record...4
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Make custom fields (attributes) available in Insight Designer.
What's the point of having custom fields for your donor records if you can't quantify the data? Example: I created a custom field for an action that tracks a specific circumstance that can apply to different action types. It would be helpful to be...1
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Allow duplication of registration form from previous events
We hold a similar event each year for which very few of the details change. It would be awesome not to have to completely rebuild the registration form each year. Many thanks.0
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Add the option for Double the Donation to Optimized Donation Forms
We love our integration between RE NXT donation forms and Double the Donation. The new Optimized forms look cute but we don't want to move to the new forms until we can include the Double the Donation integration. Please make this available SOON!3 Reviewed: Voting Open
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Export a constituent profile from NXT at the click of a button
Like DB view - be able to set up a constituent profile template and click on an individual record to export that profile in word format or PDF format for a MD meeting. Ideally it would export the profile picture too.0
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Add Filter for Opportunity Date Added in NXT Reporting
We drive our major giving through opportunities. We want to report on moves management and look at opportunity statuses and see how long they are in the pipeline by status ideally monthly. In insights you cannot filter by opportunity date added ho...4