-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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