-
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
-
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
-
The ability to exclude recent gifts in in portfolio
There is no way to exclude recent gifts in lists, even if including a date range0
-
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.0
-
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...0
-
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...0
-
Color Options for Created Reports
It would be great to be able to have some control (or even just a few different options) of the colors in User Created Reports. I would love to take the Blue & Yellow currently on my reports and change them to our Org's colors.0
-
Refresh Tiles to Original Position
It would be helpful to have a refresh button to reorganize my tiles to their original order when you log into RE NXT the first time. I like to order my tiles based on the project I'm working on so they're often jumbled up. If you supplied a button...0
-
Add same functionality to save a list built in a list view to the prospect filtering tab.
I'd like to be able to save my prospect tab filtering to be a list for future use. can you please add in the same "save as functionality" as if I built it in list view?0
-
Search all types of lists from "open folder"
Currently, when you're in the lists section of NXT and you click to open a saved list, you can only open lists of that type of list (gifts, actions, proposals). You should allow people to search all types of lists. It can be hard for users to reme...1