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when you export the action or portfolio lists why doesn't add all previous notes and details of actions?
Helps when reporting out my progress or outstanding progress in excel form to my SVP who doesn't log onto RE.0
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Be able to add a consent button to show which donors have given the organization permission to print their name in an annual report
It would be useful because then you can make a couple categories that you can send a merged email to verify that it's still ok with the ones that gave permission previously.0
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Better filtering / prioritizing custom fields
Right now when you add a custom field in the RE NXT web view it automatically is added to the end of the queue. Clients would like the ability to prioritize how they are shown on the tile, e.g. by newest, oldest, alphabetical by category AND /OR t...0
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Add additional operators to the constituent code date field in NXT List filters
I tried to create a list of new parents in NXT based on the filter of 'as of' a specific date, and found that the 'as of' field is functioning as a 'this is the code on this particular date' instead of a 'starts on this date' like the constituency...0
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Consent
No description provided1
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Link a Primary Foundation/DAF like a Primary Business
It would be great if we could link a primary family foundation or donor advised fund to a donor the same way that we link a primary business. Then, when a user went to review their record, they could clearly see their Primary Business and Primary ...0
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RENXT expand/resize boxes/panels to span both columns
This is an overall system design suggestion, not only for the Education box. The main UI is currently divided into 2 columns (except for the very top where the constituent name is located). Being able to control if a field box in either of the two...0
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Selecting two fundraisers on work map
I manage 2 prospect accounts, for myself and the VP so when I'm making a trip, I would like to have checkboxes on the fundraiser selection drop box where I can choose to see both of our prospects listed on the map at one time. I don't want to sele...0
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Scrolling Donor Display
Would it be possible to have an NXT list of constituents/donors that could be provided in an embeddable script? That way we could have an consistently updated donor wall of sorts that could be published on a webpage. It would also be great to be a...0
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Visual Indicator for Assignments in Constituent Search
Whether the fundraiser's name pops up or there's a symbol/color to indicate that a constituent that appears in the search bar 'drop-down' is in someone's portfolio. Would be helpful as a visual aid in reminding non-fundraisers that this is a fundr...0