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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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Display adjustment of Work Center
It would be beneficial for the work center viewing area to be adjustable when reviewing the Portfolio, Actions, Gifts, etc. On a small laptop screen, only one donor can be seen in the list at a time. If the tabs or column headers could be shifted ...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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Custom Fields displayed as default under Work Center Portfolio
Right now, fundraisers' Portfolios display some default columns (Name, First Gift, Latest Gift, etc.) but our organization would like to pre-populate these with the most useful columns (certain Custom Fields in particular). This is especially u...1
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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...0
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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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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
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Ability to feature a Goal Meter or Key Metric website component on the RENXT home page or Fundraising work landing page
Fundraisers have View access to Website Components and they have been very happy with it for a quick visual update each morning. Now that the Website Components page has moved down in the link hierarchy and requires multiple clicks to see the goal...0
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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
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Verbal Pledge Gift Type Option
We receive many verbal pledges and we aren't sure how to differentiate them from our written pledges. If there was a verbal pledge gift option that would help inform our gift officers of what type of pledge was received.0