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Add an option to filter portfolio by blank prospect status in the work center.
Currently, we can only filter portfolio by prospect status if it is filled out on the constituent record. I am often working with gift officers to make sure everyone in their portfolio is in a status/stage, and it would be beneficial to only see t...1
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Add a tag to constituent when pledge is completed
A tag when a constituent completes a pledge, and subsequent pop up on the "Needs Attention" portion of overview, would help manage the next move for that constituent in a timely manner.1
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Work Center > Opportunity Tab Default to Only Opportunities Assigned to Fundraiser
Currently, when a fundraiser views the Opportunties tab within their Work Center, they are able to see (by default) any opportunity for a constituent they are assigned to, including Opportunities not assigned to them. We would like to see the defa...0
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Work Center Portfolio Newly Assigned Donors Timeframe should be greater than 7 days!
In the Work Center reporting on Newly Assigned donors the timeframe should he longer than the past seven days. Major gift officers are often traveling and sometimes don't get to review that list within 7 days. A 2-4 week range would would much bet...1
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Send emails to fundraisers in NXT Workflows
It would be useful to be able to set up workflow emails to send to fundraisers to prompt an action. E.g. if setting up a condition based workflow when a significant gift is received, it would be great to be able to automatically send emails to act...0
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Enable a customizable Home page by user with links to Favorite items
This is a request from a director of development I have worked with, not an idea I came up with: With more and more being added to the NXT web view, enable functionality such as exists in the db view with the Home page so a user can see or at leas...1
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Opportunities in the Work Center - Needs to be changed
Can we have the option to adjust the Work Center Opportunities to reflect what the fundraiser has accomplished by Opportunities instead of what Opportunities are tied to the individuals in their portfolio? It's odd to have a new fundraiser take ov...0
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Provide Ability to Configure How Fundraiser Totals Towards Goals Are Calculated in NXT Work Center
In the NXT Work Center fundraisers can see how much money they have raised towards their goals. The dollars raised for each goal, however is restricted to just "cash-in-hand giving" that only "includes one-time gifts; gifts of stock/property; and ...0
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Allow filtering on Goals in Work Center
Currently I have no control over what goals are showing. Officers usually have 7-8 campaign goals each fiscal year. It currently only show 5 and not necessarily the current fiscal year goals are showing!3
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Ability to modify (edit or delete) scheduled report email without having to unsubscribe
If a scheduled report email needs tweaking or becomes needless, the only option to stop it is to have everyone receiving the email unsubscribe. There should be an option to stop or pause the email send in NXT.1