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Workflow that emails those with an attribute added on a certain date/time frame
I would use this to email a welcome message to anyone who joins our Foundation as a member. We get about 100-200 new members a year during a weeklong appeal and it is annoying to have to email them one by one. I would prefer if there was a way to ...0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Work Center View for Fundraisers who aren't also users
It would be very helpful if we could use Work Center view for constituent-fundraisers who are not also users. We have several Board and Committee members whom we have labeled "Fundraisers" in NXT. They are connected to many individuals, foundation...1 Reviewed: Voting Open
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Dashboards add-in to Fundraiser Workcenter
Would it be possible to include custom dashboard (that we might build for each fundraiser or director) and have that automatically plug into the fundraiser's dashboard?0 Reviewed: Voting Open
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Function of Displaying/Emailing Custom Reports
It would be useful to have the capability to create a custom report and be able to share it via email which could be scheduled out to send automatically on a schedule. And/or to be able to display a custom dashboard on a work center.0 Reviewed: Voting Open
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Ability to save filtered portfolio as list
When fundraisers filter their portfolio, there is currently no way to save the resulting list. This has caused some to duplicate their portfolio in lists and work from there. It should be a relatively easy fix to provide for saving filtered portfo...1 Reviewed: Voting Open
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Adding Opportunity Status to the portfolio tab in the Work Center.
The ability to add the opportunity status on the portfolio tab of the Work Center would truly allow our fundraiser to view their constituents and opportunities in a one-stop-shop location.1 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Remove a Constituent from Workflow
Allow for a constituent to be removed from a workflow if they end up there by mistake. I think about how we have gift amendments sometimes or one-offs where a person might not need to be in an entire workflow.1 Reviewed: Voting Open
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No description provided1 Reviewed: Voting Open