-
Enhance Work Center Search: Filter Actions by Summary
In the Work Center, we need the ability to search within the action summary field. This would improve filtering of priorities and specific actions, helping users who manage a high volume of actions focus on the most relevant ones. This is especial...0
-
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....3
-
Auto-assign gifts over a certain amount to a fundraiser
Would be really useful for people who manage Major Gifts or those in Individual Giving to have gifts assigned to them for thanking when they are over a certain amount.0
-
Having the option to make the birthday tag as far as a month out instead of just two weeks?
For what I need it for I need the reminder a month out, so I'm hoping someone else will to.0 Reviewed: Voting Open
-
Be able to manually add and edit 'tags' for constituents on NXT
This would allow for the ability to filter through constituents easier. It would allow for a secondary way to classify and categorize constituents for gift officers. Being able to manually tag someone and be able to control what they are tagged as...0
-
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
-
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
-
Use the email function in Gmail
We no longer use Outlook, so not only our fundraisers would find this useful, but all support staff in the advancement office would make use of it as well.5 Reviewed: Voting Open
-
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
-
Add "Unassigned" as a tag or "No assigned fundraiser" from the assigned fundraiser filter in lists
The "Unassigned" list in Work Center is great, but is unavailable as a dynamic list to be used in Workflow designer. Since we can't select "No assigned fundraiser" from the assigned fundraiser filter in lists, there is no way to use this feature d...3