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Add Net Present Value as a measure in Insight Designer
I would like to be able to report on Planned Gifts at the discounted rate when using the report builder in Insight Designer.0
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Workflow work with gifts entered in database view
The RE NXT workflows currently only work with gifts that are entered into webview unless using a list. It would be great if the workflows would work for all gifts. We also use the luminate plugin to process gifts so if those gifts could all popula...3 Already exists
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See who last changed a record in RE NXT.
In database view you can run a query to see who last changed a record, but if it was changed in RE NXT the output only reads: NXT System User: Constituent Data Manager. Please have the actual User show.0
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Option to Delete actions that are completed
No description provided1
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birthdate and deceased date for spouses who don't have constituent records
We do not create constituent records for both persons of a married couple. But we do send birthday cards to both. However, in NXT there doesn't appear to be fields for birthdate (or deceased date) of these spouses. Both datapoints are critical for...1
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NXT: Proposal - Proposal Action
By addingg the action on the proposal it would save time and you are in the correct space to view proposal follow ups.1
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Create a setting adjustment which could allow for the calendar under scheduling an action to have the weeks begin on Monday as opposed to Sunday
Some people (like me!) use calendars that begin with Monday at the beginning of the week. I get a bit confused going back and forth from my google calendar to RE nxt actions calendar because of the difference.0
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Possibility to edit all the fields in the donation form in RENEXT.
it wuold be great to have the possibility to edit the fields. in this way it won't be necessary to have multilanguage in the platform.0
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Possibility to make a donation and to register for an event thanks to the Portal Activity and
No description provided -
Allow default category to be changed for NXT actions
Instead of having the default be "meeting" we would like the default to be "task/other." The majority of actions that we are adding/tracking aren't necessarily meetings but are follow-ups from meeting/emails/etc. and that would fall under "task/ot...1