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In Retention and Acquisition reports I'd like Constituents to be counted in all of their Constituencies
We prepare very detailed retention and acquisition reports at the end of the FY. We're a school and donors often have more than one constituency. I need to have the ability in Retention and Acquisition reports to have donors count in each of their...1 Reviewed: Voting Open
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Database view should be implemented in the new online giving forms.
The new online giving form data input is less efficient. I would like to be able to more intuitively manage gift information in webview like we were able to do with the database previously.2 Already exists
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List Filter: Constituent code "Date To" field
As can be done in the database view, I would like to be able to create and filter NXT constituent lists by checking if the "Date to" field of a particular Constituent Code is, for example, prior to today.0 Reviewed: Voting Open
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Make "Edit Action" box parallel to "Add Action."
Unlike the Add Action box, the Edit Action box, when accessed from Action Lists, does not include Custom Fields or Attachments. In our implementation of NXT, Custom Fields often need to be edited.0 Reviewed: Voting Open
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Expand the columns you can have in an NXT list export.
Like an RE query, you should be able to add almost any data set as a column for an NXT list export. Lists often export cleaner that RE queries so being able to add more columns means we can customize our lists more to suit our data needs.0 Reviewed: Voting Open
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Include IMPORTED gifts in Giving Statements
We need ALL gift types to be included in giving statements, including gifts IMPORTED through ImportOmatic.0 Reviewed: Voting Open
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Configuration of gift types to be included in giving list on constituent record
Many transactions are not gifts (e.g. event registration fees) and it is confusing to users to see a 'gift' in the giving section of the constituent record if the individual is a non-donor. An option in control panel settings to include/exclude gi...0 Reviewed: Voting Open
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Choose whether Revenue column pulls from Event Registration Fees or Linked Gifts
It would be great to have an option to have the Revenue column on the Events page pull from Registration Fees on the event record instead of gifts linked to the event. We use Registration Fees to track event commitments, some of which (for various...0 Reviewed: Voting Open
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NXT reports - financial year v calendar year
We would like to have the option of choosing whether all reports in RE NXT reflect financial year or calendar year. As an educational institution, this is essential to make the reports useful to us.1 Reviewed: Voting Open
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More granularity for attachment permissions needed for security groups
Currently, it's All or Nothing for allowing our users to add attachments to constituent records. The NXT Web View security settings have a further option to allow attachments to Funds, Campaigns, and Appeals which is not present in the database. W...2 Reviewed: Voting Open