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Update bad characters in NXT actions/notes
NXT - when adding notes or actions, the system doesn't seem to handle any punctuation at all. It would be GREAT to be able to use punctuation.0
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Allow batch letters to be edited at any time
Now we can only edit through the mail wizard, and that requires that gifts meeting the criteria of our letter be unacknowledged within a batch in order to edit. I think we should just be able to make changes and edit them whenever we need to.0
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Being able to adjust map filter once set
It would be nice to adjust the filter box once the map filter is set. Also, it would be good to have a circle radius, or create your own map filter function.0
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Please integrate Bluefin into the NXT platform
Bluefin device integration has been added to your CRM platform but not NXT. Integrating Bluefin will help customers tremendously in regards to PCI compliance.0
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RENXT: In custom fields, ability to edit the category
Allows you to save the history instead of deleting it.0
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Mapping Function Not Able to Zoom in on 2 geographically close constituents
While we cannot zoom in on two constituents who share the same address, they will both show up in the Constituent List if we saved one based on that exact location. Here's a quick video of that from my sample NXT: https://www.screencast.com/t/ziqI...0
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In Raiser's Edge NXT (Fundraising - Work - Overview) I want to be able to see our FY YTD gifts, and be able to freeze the dates in my saved view instead of having the date roll forward each day.
It isn't efficient for our FY YTD Snapshot to roll forward every day. The FY is set, and I want an option that allows me to save those dates.0
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Download/Share Contact Card
It would be great if it was possible to download and/or share a contact card that included all contact information for constituents and contacts.0
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Automatic create action when adding proposals
It would be useful if adding a proposal could automatically link to an action, so that when looking at notes/actions, the proposals also show up.0
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Add DB view's "Opening Constituent Rule" to NXT
When we open an assigned prospect in DB view, it is set to send an Opening Constituent Rule dialog box to warn us if the prospect is assigned to another development officer. NXT should have this "old" RE functionality. For the moment anyone can op...0