-
Add Prospect Status reports to Workcentre
I implemented a workaround for moves management within RE7. We used Action Type and Action Status to record pipeline moves. Having action dates on these meant we could report on: number of moves per month, how many prospects in a fundraiser's port...15 Reviewed: Voting Open
-
Allow filtering in lists by memberships
Quickly filter gifts, constituents, and actions by membership coding. This would be the only concise utilization of the membership feature in NXT so far.3
-
Activate a workflow which sends an email directly from the participant list of an event
It would be useful to be able to activate a workflow which sends an email directly from the participant list of an event, rather than have to create a constituent list first. Just an efficiency thing rather than a new feature as there is the work ...0 Reviewed: Voting Open
-
Track CFA goals and progress in web view
I see that you can now add a fundraiser & goal to an appeal, campaign, or fund. This is great for someone in an annual fund role or those tied to only one fund, campaign, or appeal. What we're finding is lacking in this area is the ability to ...6 Reviewed: Voting Open
-
Hide inactive records from NXT Search
I'd like to see an update to NXT Search that omits inactive accounts. When I search up constituents that have duplicate records, I have to cycle through several of them in order to find the active master record. It would be nice to omit inactive r...0
-
NXT Events - Remove Constituent Record Creation
I did not opt for it to create constituent records for event registrations but unless the registrant 100% matches in name and address it does. Is there a way to hold it somewhere for the admin to confirm a match and/or select one? We have so many ...0
-
Remove "open database view" from NXT only users
I'd like to have the ability to customize NXT user profiles or security groups, and remove the option to launch hosting/open database view. This only makes sense for our data entry folks.3 Reviewed: Voting Open
-
Notes: Check box that automatically updates note in spouse record
Check box that automatically updates note in spouse record so you don't have to enter the note twice (in each record)0
-
Specific Tribute Note Field on NXT Donation Forms
We are currently working to move our donation forms to NXT from LO now that tribute gifts are possible. One of the biggest issues we've seen so far is that there is not a specific field under tributes on the NXT forms for a note from the donor. Fo...5 Reviewed: Voting Open
-
Show Constituent ID in the top search window of RENXT
Useful - so you don't have to open the record up to see constituent ID. Like right next to the Constituent name in the attachment.8 Reviewed: Voting Open