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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...
Created 16 Aug 20:05 by Guest
Work Center
0
2
Vote
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...
Created 06 Aug 14:22 by Guest
Work Center
0
2
Vote
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.
Created 11 Jul 15:57 by Guest
Work Center
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1
Vote
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.
Created 01 Jul 12:55 by Nancy Sprowls
Work Center
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1
Vote
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 ...
Created 23 Jun 19:40 by Guest
Work Center
0
1
Vote
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.
Created 16 Jun 14:46 by Marie Stark
Work Center
0
2
Vote
The ability to exclude recent gifts in in portfolio
There is no way to exclude recent gifts in lists, even if including a date range
Created 21 Dec 23:21 by Guest
Work Center
0
1
Vote
Work Centre Table Fields to include latest gift info
It would be great for the Work Centre to have more columns available to display, like recent gift date, fund, and gift amount. That glanceablility would be beneficial to all team members.
Created 17 Mar 15:14 by Joanne Adair
Work Center
0
1
Vote
Make the Gift Section on the Work Center Customizable
My director uses the gift link on his work center to see his recent gifts. He would like to add an additional link (gift query) to his work center to see all the gifts. Currently he has to move to Reporting and reset the date range and the funds t...
Created 23 Feb 22:31 by Guest
Work Center
0
1
Vote
Work Center - View everything even without fundraiser's assigned
The work area is great if your organization uses fundraisers; however we do not. We should be able to see ANYTHING and EVERYTHING on the work center for everyone as administrators of the database even if fundraisers are not assigned in addition to...
Created 28 Jan 20:35 by Brenda Benning
Work Center
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