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Make All Fundraiser Actions in RE Webview Viewable in a Calendar Format
Right now, we have the option for an individual fundraiser to view their actions in their outlook calendar. However, it would be great from a management perspective to be able to see all fundraisers' actions in a calendar (vs. Excel or list) view.0
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Add 'funded' as an opportunity/status drop down choice
In an opportunity, there is a 'funded' line item under 'funding', but there's no parallel 'funded' status in the status drop down. 'Funded' is the logical conclusion of the donor cycle. It's a step beyond 'committed', as it reflects an exchange of...0
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Workflow notifications
It would be great to have a workflow feature to send you a notification when a task is assigned to you. Either a popup on your home screen or email.0
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Display an organization's relationships in insight builder
It's great to be able to display companies and organizations and their giving and action activity. But it would be particularly helpful if we could display a company's primary contact or alumni that work at a particular company inside a table/grap...0
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Create custom insights in report builder.
Insight builder is a great a tool, but I think we should be able to create custom insight facts/metrics on any and all attributes of RE records/queries. -
Instagram Handles in Online Presence Section
Please add Instagram as an option to the Online Presence "type" drop-down box so that Instagram handles can be added to constituent profiles in the Contact Information section.0
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Add a Custom Data Field Option to the Timeline
This would address many requests made about customizing the NXT Timeline. It would be great if I could pick a field to add to the timeline, lets say Volunteered or Email Marketing Stat. You would need to have the ability to map to a specific data ...0
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Last action by specific fundraiser
Wanted so that fundraisers can know when their last touchpoint with a donor was. Currently, asking for "last action" brings up the last action taken by the organization. For example: Fundraiser Action Date Action Category John Smith February ...0
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Allow Lists with Wealth Ratings to be saved as queries
You must take wealth ratings out of the NXT list in order to save a dynamic query in the database view. The integer path is false.1 Already exists
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Make reason for assignment available to display as a column in a list
It would be helpful to be able see the reason for assignment when looking at a portfolio list not only for the fundraiser but also for the prospect manager. An email would not have to be sent explaining why a constituent was added to their portfolio.0