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NXT Work Center should allow Managers to only see the work of their direct reports
A Fundraising Manager would not have to see a long list of fundraisers, only the staff that report to them0
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Would like to have more varibles to customize Fundraisers reports with graphs -- now limited
Our director want to see how fundraisers actions relate to gifts coming in and wants to see it in graphs. Can we have more variables( fields) to work with1
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donor Lifecylce by Appeal
To better measure donor retention as a key performance indicator by appeal0
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Make it possible to print out the duplication report
No description provided0
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Viewing full portfolio
In Fundraising > Work > Portfolio tab, you should be able to add filter so that it shows both those constituents who have only you assigned as fundraiser AND those who are assigned to you in addition to another person/fundraiser. Without thi...0
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Add Appeal/Campaign (MORE) Triggers to Workflows
I was so excited about workflows, only to find that they only trigger according to extremely limited information. We organize our functional fundraising by appeal/campaign. (Funds only tell us whether the gift has restrictions.) Without an appeal/...0
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Notify admins when a gift officer Adds an Action or a Note on one of their prospects.
Often they don't return to the office for a few days while traveling and this would be helpful since prospects sometimes make gifts before the officer returns. Plus like many we struggle with having call/visit reports done in a timely manner. We u...0
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Add NXT tag and/or a section to the Work Center for recent notes
I would like to see a Tag for recent notes and the ability to define which note types generate a Tag. We monitor news publications and Google alerts for news related to our alumni. Our research department adds Notes daily. If the alumnus is assign...0
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Number of constituents added to results of Fundraising Appeals dashboard in the Work Center
Right now if you hover your cursor over a line appeal in a graph chart, the further information revealed will give you the number of gifts and the constituent names, but it would be great if it also included a tally of the number of constituents w...0
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Include at least one senior prospect researcher in design team
Prospect research is increasingly in charge of data entry and portfolio management, yet we are forced to use workarounds in the dashboards and are not able to share our work desk with those who need the progress reports on needed research.0