Provide More Flexibility within NXT's Reporting Tool [Insight]

Allowing fundraisers to access the status history of each prospect within their work center in a list view or a dashboard created through Insight would provide them with basic knowledge about their prospects in a single view. Currently, they are required to access reports outside of the NXT platform for this information. This is just one of many limitations.

  • Melissa Garceau
  • Dec 15 2020
  • Reviewed: Voting Open
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  • Tracy VanSolkema commented
    27 Aug 20:22

    Need to be able to create a list of constiuents from Prospect Insights so you don't have to click into each record to learn more about them.