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Event App interfaced with NXT - alert to fundraisers when guests arrive (Text)
We really need to be able to notify our Fundraisers when a person arrives at an event via text message. Our events team has been using zkipster which behaves alot like the RE Events App and provides us the ability to text message our team. We woul...2 Reviewed: Voting Open
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Make it so you can customize the RE NXT home page.
On the old version of RE, you are able to save/favorite queries to the homepage. This was very helpful in terms of reviewing my action tracks. However, this is not possible with RE NXT. It would be beneficial for many reasons if we were able to ed...2
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Need the ability to export and report on days in status - it's there but we can't pull a report on a group of prospects and their days in status
Fundraisers, VP, Chief Development Officers, Prospect Managers would all benefit from this feature6
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Allow Workflows based on donation pages
Allowing Workflows to be triggered by donations made through certain donation pages would make assigning follow up tasks to team members so much easier. In some instances it would save an additional step of communication between assigner and assig...0
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Add Constituent ID number to name displayed in NXT
Display the ID number near the constituent name when searching a name in NXT, so as to not have to drill down to summary tab to see it there.1
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Work Center Security Portfolio ability to restrict fundraiser from seeing other fundraiser
We want permission settings to prevent other fundraisers from seeing other fundraisers' portfolios in the Work Center. They can only see their own.0
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Remove "Needs Attention" section on Work Center
Give us the option to move or remove the Needs Attention section at the top of the Work Center. We haven't found the tags to be at all useful, and it would be nice to give that prime real estate to something else.8 Will not implement
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Reporting: Add ability to edit scheduled Dashboard Reports
Currently it is impossible to edit/delete a scheduled dashboard report. It requires the recipient to request for the report to be stopped. This can be confusing for the recipient, and if a report is scheduled in error it can create internal havoc....2
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Tag a constituent in a note
When writing a note or an action in a constituent's account, it would be helpful to tag other constituents so that the note or action appears in the account of the constituent that was tagged.0
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Make Fundraiser Type in NXT a required field if it also a required field in DB view
We have "fundraiser type" as a required field in Database view. In NXT however, it is not populating a required field. That means people are assigning solicitors in NXT but not being prompted to select a fundraiser type. We sort on this field so i...1