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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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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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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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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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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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Add Event and Appeal Actions to Work Center for Fundraisers
Allow Fundraisers who have actions pertaining to an appeal or an event see these action in their Work Center in Web-view.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
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To be able to add Preferred Name to the Work Centre View
This would be useful when the Canvasser views their constituents and is able to use the name that has been given as a Preferred Name. We have a large number of Old Pupils that use there middle name rather than their first name.0
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Filter Opportunities in Work Center by Fundraiser
It would be great on the "Overview" page of the Work Center to be able to filter opportunities by fundraiser. For example, one constituent may have three different opportunities (i.e. sponsorship, major gift, annual fund) and each is assigned to a...0