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Add ability to see who approved an invoice in Fenxt
It would be helpful if we could view who "Approved" an invoice in Fenxt because this is typically criteria our Auditors look for when reviewing our financials. Currently the "Approve" feature for invoices is useless to us because there is no way t...1
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Customize "Needs Attention" Tags in RE: NXT
Would like to be able to customize tags with RE: NXT; some built-in tags are not useful the way some organizations do business (e.g., including soft credit or differing time frames when determining lapsing/lapsed/lost donors, etc.). It would also ...16 Reviewed: Voting Open
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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...47 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...22 Will not implement
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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...13 Reviewed: Voting Open
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Have the ability to edit or add tags.
It would be nice to be able to edit or add tags that are more helpful to our organization.13 Reviewed: Voting Open
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Allow constituents to enter workflows multiple times
A constituent should be able to enter a workflow again if the prior workflow's steps have been completed. I would love to set something up to automate an action that requires a constituent to be called by an assigned solicitor once they make a gif...10
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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 ...3 Planned
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Soft Credits should be included in donor lifecycle status
I created an insight based on where assigned prospects are in the Donor Lifecycle; however, I found that the Donor Lifecycle tag does not incorporate soft credits. This gap renders it useless for major gift level work. Please include soft credits ...0
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Add an upcoming pledge tag for a constituent
A tag for an upcoming pledge installment payment a month out for a constituent. Would help fundraisers be more proactive in asking for upcoming pledge installments. The tags already include an overdue pledge and an upcoming birthday. Given that th...5 Reviewed: Voting Open