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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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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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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 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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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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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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Adjust "Upcoming" Actions date range in Work Center
While the current count of "Upcoming" Actions listed in a fundraiser's Work Center is helpful, I'm finding that it's too limited for some of the fundraisers I have to assist in my organization. For example, the person in charge of our grants finds...3 Reviewed: Voting Open
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Sort ratings by date so that most recent appears on top.
No description provided1 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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Portfolio Printing
Fundraiser's should have the ability to print their portfolio based on filters with RE Id's.3 Will not implement