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Add Prospect Status reports to Workcentre
I implemented a workaround for moves management within RE7. We used Action Type and Action Status to record pipeline moves. Having action dates on these meant we could report on: number of moves per month, how many prospects in a fundraiser's port...15 Reviewed: Voting Open
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Add ability to filter on Prospect Status Start or End date in Work Center
We report regularly on 'stage ageing" with our major gift officers, eg. "You have 16 prospects who are approaching the 90 day mark in Discovery". It would be great if we could filter on Prospect Status start/end date (for each status) directly fro...7 Reviewed: Voting Open
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Offer secondary sort options on columns
While working in the work center, I noticed that 1st-latest-last all sort by date. It would be nice to have the option to sort by date or amount especially in the greatest column.6 Reviewed: Voting Open
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We'd like the ability to trigger a workflow based on more things
Some examples: When a constituent is created - Prompt a team leader to assign a fundraiser When a constituent is marked as deceased - Prompt their fundraiser to update their contact details3 Reviewed: Voting Open
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All Fundraisers Default in Work Center
For admin fundraisers, it would be great to have an option to default to "all fundraisers" instead of your individual fundraisers work center. as a supervisor with multiple fundraisers working under me, i spend more time looking at all my fundrais...0
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Change reporting in NXT to have the fiscal quarters align with our fiscal year and not the calendar year.
Our organization has a July to June fiscal year and it would make reporting much easier in our year-to-year comparison if we could adjust the Q1-Q4 to align with our fiscal year like we have in DB.0
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Display split amount in Gift list when filtering by Campaign, Fund, or Appeal
Gift lists need to be updated so that when you pull by a Campaing, Fund or an Appeal only the gift dollar amount for the specific Campaign, Fund or Appeal is considered when the gift is split. Currently it pulls the entire split gift amount, and a...6 Reviewed: Voting Open
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View "Recently Unassigned" Prospects in Work Center
In Work Center, you can view "Newly Assigned" prospects in the Portfolio tile, but there is no way for gift officers to see who was recently removed from their portfolio. Adding this feature/tag, would help managers, gift officers and relationship...0
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Customizing "Tags" Criteria
It would be awesome if Tags criteria can be customized for our organization. E.g. Instead of "no meeting" tag for no meeting for 6 months, could we edit that to be for 9 months or 12 months?0
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Create Workflow for Lists or Dashboards that Can notify Fundraisers of Gifts via Email
It would be nice to have a way to have a List auto-run and send the results to a designated Fundraiser.0