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Improved Export Function for Organization Relationships
We struggle to export relationships for a specific organizational record. The only option to cull down results is by relation/reciprocal and this produces inadequate results with many relationships outside of the needed data pulling in. We consist...0 Reviewed: Voting Open
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Add Detail & Summary Options to "Run" in Standard Reports
I know we can change these options within "Edit" on Standard Reports. However - it would be nice, when clicking, "Run," to quickly change these as well. I am not editing the report, I want to pull a certain version at that moment. It would just sa...0 Reviewed: Voting Open
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transaction search in NXT donation forms
have a search transaction history like in OLX where you can search by donor info like last name, email, transaction ID, date, etc. The results should provide transaction info and donor info used in the submission of the transaction(s). We review e...0 Reviewed: Voting Open
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Choose whether to view Campaign/Fund/Appeal Description or ID
I'd like to be able to choose whether to view the ID or the Description of a Campaign, Fund and Appeal. Also, I'd like to have the ability to filter the active and inactive ones within the list. If you're choosing the campaign, fund or appeal to v...11 Reviewed: Voting Open
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Activate a workflow which sends an email directly from the participant list of an event
It would be useful to be able to activate a workflow which sends an email directly from the participant list of an event, rather than have to create a constituent list first. Just an efficiency thing rather than a new feature as there is the work ...0 Reviewed: Voting Open
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Add the ability to open fund, appeals and campaigns to the "search constituent" bar at the top
While not constituent records, we find that we spend a lot of time going in to the fund, event, campaign. It would be helpful if that search bar opened those records, too.9 Reviewed: Voting Open
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Option to consider pledges & soft credits as giving for Prospect Insights
Prospect Insights needs to have complete information in Giving behavior section! Or have filter options available for the giving to include/exclude in set up. I have a major donor showing up in Undergiving Prospects with an active $4M pledge dated...0 Reviewed: Voting Open
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Ability to create custom category tiles.
We all have unique and specific information we want to track on our constituents. The custom fields is great, but it doesn't allow for all of the information for one category to be kept in one table. Having the ability to customize category tiles ...0 Reviewed: Voting Open
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One Time Donations Direct Debit need Bank Info to Appear
We have had to adjust some appeal codes on donations that came from an NXT form. When a donor makes a one time donation on the form and pays with direct debit - the "Bank" name currently does not populate, AND we cannot edit campaign, fund, appeal...0 Reviewed: Voting Open
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Ability to search for constituents by date of birth
A lot our alumni have register on our alumni system with different names than on the Banner system, or use only part of their names. Being able to search by date of birth would allow us to know whether they exist in our system or not so we don't c...0 Reviewed: Voting Open