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Work Center to focus on upcoming tasks
Rather than having Needs attention at the top of the work center, it would be great to highlight upcoming and/or overdue actions with details (follow up phone call, follow up from email, etc.) in a to do list style format specific to the fundraise...0
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Export Tags & Recommendations
It would be beneficial to be able to include tags and recommendations as a an export option to see donor lifecycle a lot easier.0
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Need a TAG to mark a primary record for stewardship when a donor have multiple records
It's challenging for an assigned solicitor to stay on top of their portfolio especially when a donor might have multiple records. I'm looking for ways to mark a specific record to be primary for stewardship without having to check their personal r...0
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Want filters for Overview modules on Work Center
Want the ability to customize the results reflected for gifts, proposals, actions, and goals on the overview page. All are reflecting old data in their totals. I just want current year. Showing everything is not useful for fundraisers trying to ma...3
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Automatically add NXT users as Fundraisers
When I add new NXT users who also need to have tasks assigned to them, currently I have to enter their details into a new constituent record. Either enable tasks to be assigned to users, or have an option to automatically add new users as constitu...0
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Add "Total Giving This Year" as column option in Portfolio view of a Work Center
We would like to see a column option for "Total Giving This Calendar Year" in the Portfolio View of a Work Center of NXT. This would be particularly helpful for our President / CEO to track board giving from NXT.0
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Auto identification of note writer
Users entering notes in NXT are automatically tagged with their name.1
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Add the ability to turn off recommendations that pop up.
An example of a recommendation that pops up is - "To keep the constituent engaged, reach out to see if they'd like to be more involved." This recommendation popped up on a constituent that is assigned to a gift officer because he is the father of ...0
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See actions you are assigned in work center, even if you are not the assigned solicitor.
If you are assigned an action, but you are not the assigned solicitor for that constituent, then action does not appear in your work center. There is no prompt, you need to check list to see if you have been assigned an action.1
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Work Center: Which Donor is at what stage in my Workflow?
Have the ability to create a dynamic list from your workflow reporting OR, even better, an "insight on your dashboard" which would contain the names of constituents, along with what stage of the work flow they are at (step 5/11) or "require step 6...0