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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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Summary Giving into Gift and Portfolio tab in Work Center
I would like to add giving this fiscal year (i.e summary giving for a specific period of time) into the Gifts and Portfolio tabs of my work center. This would enable me to see where donors are so far in the year versus what our target gift for tha...0
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Add an alert when gifts are waiting to be approved and processed
As I am not in the system everyday, automated gifts wait for approval for processing. It would be good to be alerted when payments are waiting approval.0
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Creating a 'recent updates' panel in the Work Center
Maybe a bit ambitious of an idea, but I think adding an additional panel to the Work Center that documents changes to records in a portfolio would be infinitely useful to a gift officer. This would act as a "Newsfeed" of sorts for a portfolio, so ...1
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NXT app
I have a gift officer asking for the ability to access NXT quickly from her phone via an app. Possible, silly, planned? Any others out there getting the same request?3 Will not implement
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Allow different permissions to be set depending on media type/tag
We would like to use the media tab for several different purposes but are currently unable to do so because different permissions cannot be set by media type/tag. We do not want all staff to be able to see all media types/tags, it would depend wha...1
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Dashboard for reports/analysis/lists used most often
I would love to see the ability to save reports and lists I use most often all in one place.0
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Take out our Outlook Plug In - we don't use Outlook
We don't use Outlook. We are a google based non-profit. Please allow us to disable the Outlook Plug In. It pops up continuously when we are trying to copy and past emails into GoogleMail. We are also looking for a solution to integrate with our Go...0
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Have an option to return directly to personal work center instead of all fundraisers work center when choosing Fundraising-->Work.
I'm often trying to get back to the overview page in my work center from somewhere else (maybe new tabs?) when the "back" button isn't an option. Clicking Fundraising-->Work takes me to the Work Center for All Fundraisers, which adds the unnece...1
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Add database print feature to Workcenter
If I am not a "host" I cannot access the database and cannot print from the database. Would be helpful to have a print feature attached to the Workcenter that allows for printing leaving out all the code.0