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Make Tags Hyperlink to The Specific Action
Would it be possible to have the tags on records in the Work Center hyperlink to the action (recent gift, event registration, etc.) that triggered the tag? That way our DOs can see immediately what the change is and determine how best to address it.1
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More filter options to Work Center Unassigned Constituents
The Unassigned prospects in the Work Center is a very long list. Adding more filters would be very helpful, for us Faculty and Graduation Date (range) would help narrow down the list to those most relevant to the fundraiser.1
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Allow for Team Captain solicitors in database view to see their team in NXT
We have some volunteer solicitors who have their own portfolios, but who work with a major gift officer who oversees their team. This would give the team leaders the ability to look at the individual members of their team as well as their own port...2
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We need the ability to build a role in the Fundraising category that only has access to selected fundraiser' work centers.
Right now, access is all or nothing. We have staff that manage only one or two fundraisers but in order for them to be able to monitor their direct report's work centers I have to give them access to everyone's work centers. It would be more benef...0
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Display Action Reminders in the Work Center for users who are not the solicitor
Work Center – allow those who are “users to notify” on an action (found under the Action, Auto-remind checkbox, Notify, in database view) to see their action reminders in their work center even if they are NOT the solicitor for the action and are ...0
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Option to filter by specific fundraiser in portfolio
Under Work Center, Portfolio, I thought I used to be able to filter Assigned to by one fundraiser, but my only options are: only me me and someone else me and someone specific. Database admins and Fundraiser assistants need the ability to log in...0
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Customizable Overview in fundraiser's work center
It would be nice if the opportunities portion of the Overview tab of a fundraiser's work center could be editable to see certain years or time of years instead of an "of all time" overview.0
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Change fundraiser to view work center for only others within their security group
RE users, fundraisers and support, are set in specific security groups. The Control Panel, Security, displays those within the group ok. In Fundraising, Work Center, when changing the fundraiser, the drop down option shows all staff. It would be v...1
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Allow for filtering on Proposals in workstation overview
I would like to be able to see those bars based on current fiscal year activities not everything!0
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internal policies & procedures "manual" access in NXT
We have well documented instructions for how our development team should be using NXT including how to request an assignment via action entry, how to enter an opportunity, and ratings information. We're interested in utilizing NXT as THE single re...1