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Change the Goals in the Work Centre to report on commitments, not cash-in-hand
Currently, the Goals in the Work Centre reports only on cash-in-hand. Per the Knowledgebase, "Under Goals, you can view how much you raised toward up to five personal goal amounts for active campaigns, funds, and appeals. To focus on cash-in-hand ...1
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Create new tags: Overtime in Prospect Status and Opportunity Status Overtime
By creating these new tags, fundraisers would be able to quickly export a list from their work centers of prospects or prospects with opportunities that need to be evaluated due to being over the specified length of time in a specific prospect sta...0
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I would like to be able to view - on one page or one report - everyone in a fundraiser's portfolio and their corresponding actions and opportunities.
It's useful to see all this information in one place. I want to have a snapshot of the fundraiser's portfolio which includes any active opportunities/proposals and their next action.0
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Allow us to Disable Certain/All Tags
I believe the tagging system, although it is neat and can be useful, has the downside of the amount of information is pushes out. If a fundraiser has 200+ constituents in their profile, they get absolutely bombarded with tags, asking them to creat...0
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Create Org Specfic Business Rules to Drive "Needs Attention" area of Work Center
Make work center more meaningful and useful to fundraisers so they are paying attention to the donors that match current strategies at the time and in the right way. Currently constituents pop up (seemingly) randomly as "needs attention", even if...2
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Workflows: Allow for a gift amount range when setting workflow criteria that starts with "Constituent gives a gift"
Workflows are limited for us because we cannot set and assign actions to various fundraisers based on the gift amount in a range. For example, our Thank You Matrix says that gifts below $100 receive certain thank you protocols, while gifts between...0
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Renaming the Work Centre new drop down area
Not all the people who access our records or have people listed in the Work Centre are fundraisers, can it please be renamed to something like Relationship Management, which I think would be more accurate for any organisation6 Will not implement
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In Work Center under the Portfolio Tab Display Opportunity Status
We would like to see the option to include Opportunity Status instead of Prospect Status within the Portfolio tab of the Work Center. We utilize Opporunities to track the donor cycle and would like to give the fundraisers the option to view all in...2
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Add Prospect Status breakdown under Portfolio Pane in the Overview tab of the Work Center, similar to Opportunities
This would allow fundraisers to see the spread of where their Prospects are currently and help them to actively move prospects along and change their statuses. It would be great if similar to the Opportunity pane, it would also allow to click into...0
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In Opportunity and Action Work Centers, Display Contact, Their Email and Phone.
We are really starting to use actions and opportunities within NXT. From an efficiency standpoint, when you have an action that is due, would be incredibly easier to show the contact and be able to click their email or phone from the work center t...1