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Addressee/Salutation Column for Web/Unified View Lists
There should be an ability to add the columns for addressees, salutations, and primary contact information for lists, specifically for mailings and merge projects. As an operations person, my team can't keep pulling the SAME export for fundraisers... -
Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...Planned
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Set Goal Target for fundraisers in NXT
setting goal to fundraiser is only available in database view not in web view. Managers are only able to use opportunities to set goal targets for fundraisers in NXT, its only available via the DatabasesReviewed: Voting Open
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Add an Event filter to Constituent Lists
As I've had a bit of opportunity to poke around in the RE NXT sandbox, I've realized it would be very helpful to be able to see and filter event information in the same way we can view gifts, proposals, actions, etc. Is there any plan to add an "E...Reviewed: Voting Open
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Add Upcoming Pledge Payment List
Add an Upcoming Pledge Payment Due statistic and list in Work Center next to the Overdue Pledges statistic. Fundraisers can proactively remind donors about upcoming payments in a personalized and timely manner. Pledges due next month is a one exam...Reviewed: Voting Open
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Make attachments added in NXT web view show up in database view
Need to search for documents in database view, because all documents that were in system prior to conversion to NXT show "Media" as the title and the conversion date as the date in NXT view. I wouldn't mind this except that you can't see everythin...Will not implement
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Prospect Status Number of Days
Is it possible to see about having the number of days in a particular status available in the portfolio list as an available column to select?Planned
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Custom Dashboards in Work Center
It would be really helpful to be able to completely customize a dashboard in my fundraising work center, much like I did with the Dashboards function in RE7. For example a dashboard on recent gifts over a certain amount that are not assigned to a ...Planned
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Make Summary Note available to export in Work Center
We would love to see the Summary Note (in addition to Summary Info) as a column available to download from Portfolio - Work center.Reviewed: Voting Open
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Able to Filter Opportunities Tile on Work Center
It would be great to see AT A GLANCE what the opportunities are by purpose, or by month to track specific goals.Reviewed: Voting Open