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Donor lists on reports include all gift types - this is wrong
On all of the canned Reports/Dashboards - the donor counts include all gift types by design. This isn't helpful because you can't exclude certain gift types. I would like to exclude Gift in kind, pledges, written off pledges, gift type "other" (wh...0
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Adding More Countries to the RENXT Giving Form
It would be extremely helpful to have the option to add more countries outside of the USA to the address drop down section of the RENXT donation form.0
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NXT NCOA Updates Needed to Data Health Center
So I ran NCOA for the first time in NXT and here are the challenges I ran into... It seems like only some of the time does the address update/ failure reason go onto the address record, so I cannot query on it. Also, the last updated by is NXT Dat...0
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YOY rolling retention
The rolling retention dashboard is great, but it would be better if it had 12 months, and then multiple lines for multiple years, so you can compare how you did, say in June 2019 to June 2018.1
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Enter one action and tag to multiple records in RENXT
Currently if we want to record an action undertaken by one constituent with respect to another constituent, this action needs to be separately entered on each record. It would be helpful to be able to tag constituents in an action so that we can e...3
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Improve wealth ratings
Currently, many prospects don't receive wealth ratings because there's not enough clarity around who the person is to pull public information, or the assets are listed under the spouse. In order to more accurately report on a prospect's wealth, th...0
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Analyze Overview Dashboard - Add Filter for Donor Primary Constituent Code
My organization organizes its fundraising budget by donor constituent code (i.e. Individual, Corporate, etc.) and there are particular constituent codes that the fundraising department is not responsible for -- government, united way. In the RE 7 ...0
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Move action to different constituent
Create the ability to move an action from one constituent to another, similar to the ability to do with with gifts. It's not uncommon for our gift officers to add an action to the "wrong" spouse's record. Right now, my options are to recreate manu...0
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Add ability to require more than one constituency code.
I would like to be able to require more than one constituency code on the constituent record. This will require that any and all users to enter this minimum information which will best enable all users to produce correct and consistent reports as ...0
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Be able to enter fund/campaign/appeal by code in RE/NXT
Unless I am doing something wrong...when entering a gift in a constituent profile, as I am tabbing along fields,I have to open the "search for appeal" etc rather than being able to add a code.Being able to tab along those fields and enter the code...0