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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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gifts credited to solicitor amount in work center dashboard
In the work center's gifts dashboard, you can see past due pledges, total gifts in current FY and total gifts in the last seven days. Fundraisers in my organization would like to be able to quickly see "amount raised" instead of total gifts. Dolla...0
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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
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Tags in NXT - Please allow to change or remove tags from that section. "No Meeting" does not always work for our donors
They do not always serve our contact with our donors0
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Tie NXT overview goal to assigned gift solicitor dollars, not just current RE 7 filters
Our gift officers receive credit for gifts raised across many different funds (we have over 400 funds), appeals, and campaigns. Their annual fundraising goals are not split up per campaign, fund, or appeal. But, we'd love to be able to use this NX...1
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Option to sort drop-down list of fundraisers in Work Center by last name
Currently this list sorts only by first name. Last name sort is vastly preferable for us, with our long list of volunteer fundraisers0
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Add the ability to exclude inactive solicitor relationships from displaying in NXT Work Centers
If you are like me, you inherited a database full of inactive solicitor relationships with no "to" date. In RE classic, this is not an issue, but in NXT it is and there is not global way to add a "to" date or to exclude these old relationships fro...1
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Show "Needs Attention" Cards Only for Primary Assignments
We use several different assignments (Prospect Manager, Team Manager, Discovery, etc.) It would be helpful if we could limit the view to show only the records that need attention that are for Prospect manager or the primary assignment.0
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When viewing the portfolio tab in another fundraiser's work center and trying to filter to a specific relationship type, expand choices for "Assigned To" to allow us to select a specific fundraiser other than ourselves (since we are viewing someone else's work center)
As a support team that assists multiple fundraisers, the recent changes to filters in the work center mean that we are no longer able to filter a fundraiser's work center portfolio tab to view a specific relationship type. The filter requires that...1
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Make Work Center Past Due Actions summary reflect only actions assigned to fundraiser
In an organization where different "fundraisers" work with constituents (for us that means actual fundraisers and field organizers), the current "Past Due Actions" total in the Work Center Summary is not helpful. It counts all past due actions for...0