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More Filter Options in Work Center
It would be helpful to have more filter options in a solicitor's portfolio (NXT-work center). An example is the SingleCouple Salutation (or another specific salutation option) to be listed in their portfolio. Currently, this needs to be pulled thr...0
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Add Number of Prospects by Fundraiser Type
We need to quickly be able to ascertain and review a list of prospects where the fundraiser is assigned as Primary. This is the true number of prospects in a portfolio. A chart similar to Opportunity Types on the Work Dashboard would be good or ev...0
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Add a search tool (search box?) in "Work" in the custom fields tile, in order to locate and edit a field without scrolling through all of the unsorted custom fields.
Our fundraisers use many custom fields in place of the Prospect module which we do not have. "List" offers filtering, searching, and inclusion of custom fields, but one cannot edit them from List. We can view and edit them in "Work" but it is time...0
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Sort ratings by date so that most recent appears on top.
No description provided1
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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
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show NXT tags in database view, include in database queries, exports, reports
Make the NXT tags visible in the database view and allow them to be pulled into queries, exports and reports.0
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Ability to sort contituents by primary assigned solicitor
When reviewing a list of constituents in portfolios from the work center, all assigned solicitors appear in the same column. It would be helpful to have each assignment in a separate column to be able to sort by primary solicitor.0
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Change Dismiss button in Needs Attention section in Work Center to dismiss the tile and not have it return nightly.
In the Work Center, the Needs Attention tiles are brought up by the top 25 records that the system flags as highest priority. While you can Dismiss the tile, it refreshes nightly based on the tag. The challenge with this is: I've already scheduled...1
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Show Overall Goals for the Fundraisers in Work Center
Fundraiser goals (entered through database view) that are allocated to specific Campaigns, Funds, or Appeals currently show in Work Center. However, other goals that are not distributed to one of those records do not show. It would be helpful if t...6
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List or work center based on membership group
We have more than ten membership groups and an annual gift officer over each of those groups. There are no membership filters in RE NXT and it is too much work to track each member using Assigned Fundraiser. If there is another solution besides b...1