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Sort ratings by date so that most recent appears on top.
No description provided1
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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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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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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
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Allow for Fundraising Actions Reports to have a fixed date range option, in addition to a sliding date range
All criteria fields, except the date range, in a Fundraising Actions Report are fixed and do not change when the report is saved. When the saved report is opened, the dates change each time, on a sliding set of dates. It would be great if these co...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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Add the ability to auto email newly created dashboards.
While the default dashboards in reporting are helpful it would be great to have the ability to schedule newly created dashboards to email. I didn't see an area for Reporting so I put this under Work Center0