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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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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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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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Recently Accessed Records in NXT - Admin to be able to see all User Activity within Work Centre
It would be helpful for our RE NXT Admins to be able to see all Users "Recently Accessed" records in the "Work Centre" where you can change fundraiser and already see their actions, portfolio, opportunities etc... For security, this would be a ver...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
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Add an Organization Customizable section on the NXT Home Page
On the NXT Home page include a section each organization can customize for new announcements within their org. Currently only BB NXT announcements appear, which don't always pertain to everyone accessing NXT in an org.0
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Add option to add a specific Note Type as a column in Portfolio
You have the ability to "add a note" in the Portfolio section so can you add the option under "Add Columns" to choose a specific Note Type to add like you have the option to add a specific attribute under the Custom Fields section? Not being able ...0
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Link Solicitor to workcenter without having administrative rights
Would like to be able to link a user to their workcenter without needed to go through user security in database view.0