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Add Timeline to Fundraisers Reporting
I would like to add a timeline function in Fundraisers Reporting that they could pull some of their prospects and with the graph show how their actions is bringing in the gifts. I like it on the donor record but it would be nice to have a broader ...0
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Can we add a "prospect tab" to the work center.
I'd like to be able to see my progress on prospect status just like I can for my opportunities.1
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Default Work Center as Landing Page in Web View
In previous iterations of NXT's web view, users landed in their Work Center upon signing in to NXT's web view. Is it possible to bring this back?0
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Default start page to your own WORK area
When you first login to RE/NXT, default the view to your own WORK area and not the Home page.0
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Workflow work with gifts entered in database view
The RE NXT workflows currently only work with gifts that are entered into webview unless using a list. It would be great if the workflows would work for all gifts. We also use the luminate plugin to process gifts so if those gifts could all popula...3 Already exists
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In the Analyze Overview, add reporting on donors (by constituency) as well as gifts and revenue
We report on the number of alumni donors, not just the number of gifts or the revenue from alumni donors. It would be handy to have that number broken down in the analyze view vs. having to create a list of gifts, then remove duplicate constituents.0
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Customize Work Center
In the boxes of constituents in the Work Center, it would be great to be able to customize what information goes there. Currently under the constituent name is their address. It would be great if we could delete address and add things instead such...0
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Be able to default the view of the home page of users
Though the "what's new" is nice on the homepage, being able to create messages to appear to users when they open NXT would be nice. Make it customizable.0
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While working in a portfolio or gifts - need a LYBUNT.
Along with the ability to filter and do totals it would be nice for a LYBNT. Donors that gave Last Year But Non This Year.0
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Add Filter for Assigned Fundraiser campaign/fund/appeal in Work Center
Our fundraisers work with prospects/donors for specific campaigns and funds and it would be great to be able to filter in work center based on those campaigns and funds (so they can filter and see only those assigned for annual fund, or gala prosp...0