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Include emails as part of duplicate criteria
Please have the "use duplicate criteria for new records" in import to include emails. Emails are specific to an individual and will only return one constituent ID. Whereas common names, such as, "John Smith", returns multiple IDs and each ID needs...0
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Soft Credits to donor are not part of the criteria for tagging
A gift soft credited to a donor is not recognized by NXT in that it will tag that donor as "Lapsed" etc.1
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NXT - access to specific Fundraiser Work Centers by individual/group
Right now in NXT, you either have view and edit access to ALL work centers, or just your own. You aren't able to specify the work centers specific users can see and edit. We'd like the ability to specify which users have access to which work cen...1
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Selective access to other fundraisers' Work Center
In large organizations where several senior MGO may have supervision over a team of other MGOs, it would be helpful to give the senior MGO the ability to review only her/his team's Work Centers, without having to grant the senior MGO the ability t...1
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RE NXT Set Dashboard as Home Page
We would like the ability to set our dashboard(s) to be our home page when logging into RE NXT like we can with the database view. Then our management team can get a quick view of our progress.0
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In Work Center -> Portfolio add opportunity column (So you can see Assignments, Actions & Opportunities)
Adding the ability to see opportunities in the Work center -> Portfolio would allow a one stop shot to see if your assignments have an action, opportunity or both. This ensures a plan for all of your portfolio.2
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Edit Saved Views in Fundraising - Reporting
Please add the ability to edit a saved Fundraising Report. For exmaple: A saved report for Funded Opportunities can't be edited without the report flipping back to Default View, which then needs to be saved again with a new name & the earlier ...0
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Couple Anniversary Date Tag and List Filter
Assigned staff would love to see a couple's upcoming anniversary as a tag just like they can see upcoming birthday. It would also be helpful to be able to generate a list of upcoming anniversaries. A query can be built in database view, but this f...0
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Include Spouse Birthday in Upcoming Birthday tags
Include the spouse birthday in the "Upcoming Birthday" tag. Our Development Officers like to send birthday cards to their donors but don't want to miss spouse birthdays, which are currently excluded from this tag criteria.2
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Add portfolio balance to work centers
our development officers work hard to keep their portfolio members prioritized via classification coding. quarterly, we take a snapshot of their portfolio "balance", which means we produce pie charts for their portfolios to show how many members a...3