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In RE NXT Analyze, please add the ability to filter campaigns by campaign category, and funds by fund type (as well as fund category, which is already available).
We use campaign category, as well as both fund category and fund type, to segment groups of campaigns and funds. we would like to be able to isolate these segments in Analyze visualizations0
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More ability to make manage Aliases
I have often been frustrated by the inability to make changes - either via import or globally - to the Aliases in RE. I have a situation where sort names were put in as aliases on organization records. (Don't even get me started on use of the sla...1
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Export the newest largest gift when there are multiple gifts with the same amount
The largest gift amount exported through the Export module is the oldest gift if there are multiple gifts with the same amount. There is not an option to export the newest largest gift. We have gifts going back over 40 years, and it is ridiculous ...1
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Add Tribute Import ID to query output
When running a query for deceased records, it would be really useful to have the Import ID as an output field rather than run it as an export1
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Enable "contains" searches for lookup fields
The "Course Name"/"Subject of Study" field is a lookup field, if we want write a query to find everyone who did, for example, a law-related degree we need to do a "one of" search and then manually select every value that contains the word "law". ...0
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Ability to run a query for how many records were changed/updated in a specific date range
There is a Date Last Changed option, but that only works for seeing how many records were changed since the last batch update. My organization is curious about the increase in data entry work and data integrity over the last few years and there's ...0
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Spouse as a relationship automatically become individual constituent when marital status changes to divorced
I have a constitutent record and a spouse is listed as a relationship only. When this couple changes marital status the notes, gifts, etc. do not carryover to the spouse record that I now want to have listed as their own constituent record for tax...2
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Add an Inactive Date to Bio 1
Add an Inactive Date to 1 which will enable reports on donor acquisition and life time value0
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More customization available for Duplicate Constituent Management.
It would be helpful if the user could specify what the output was in the Duplicate Constituent Management Tool. For example, our procedure is to make any record containing a Recurring Gift the master. To be able to see that in the snapshot/side-by...0
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Export hard credit ID/name
Please add the ability to export the Cons ID or name of the constituent responsible for a gift. When exporting gift details and including soft credits, there is currently no way to export details about who made the gift. It will always only show t...0