The Missed Payment Panel available on dashboards only includes Gift Type=Recurring. Lots of Gift Type=Pledge payments are recurring and must be managed the same way as open-end gifts. I.e., credit cards expire or something else happens to interrup...

much more important to see outstanding actions than tasks on the RE NXT home page

When creating lists, the constituent's summary includes their address, phone number, email address, etc. but for many of my constituents, they have alternate (CC) emails on file that would be great to include as well since they may use different e...

Users need to be able to see relationship information in a friendly layout without having to access or run a query.

The ability to sort the "Select Shared Dashboard" list as well as the dashboard lists each user opens should be added to the program immediately. The staff and gift officers like the dashboards and use them, but their inablity to sort is causing p...

The Event Query option for dashboards is great for participant lists, except you can't sort it alphabetically (or by anything). Intuitively, you should be able to select a sorting option in the Sort tab within the query itself, but that doesn't ap...

I need to give my director weekly updates, comparisons, etc. and would love to be able to set up a dashboard template with the needed charts and stats that I could quickly and easily print and hand to him.

That would help us send birthday cards to our constituents, rather than pulling a query and manually entering it.

In insights, it's handy to create a calculation of two measures (a sum, a difference for example). Unfortunately, you can only calculate two numbers at a time, so if you want to create a more complex sum you have to create several intermediate tot...

this would be useful as the only way currently to do analysis on Gift subtype is to export all gifts and insert all data into a Pivot Report. It will be useful/interesting for all charities/organisations that do use Gift Subtype so they can differ...