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Permit Database Administrator Security Group to Customize Criteria in the Duplicate Management Tool in RE Webview
Permit Database Administrator Security Group to Customize Criteria in the Duplicate Management Tool in RE Web-view to more accurately reflect duplicate management in the database view.0
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Contacts In Alphabetical Order
We would like to request that when entering an action in a corporate record that the associated contacts come up in some type of alphabetical order. When dealing with companies with numerous contacts it's very hard to find the one you're looking f...0
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Included current Benchmark Data in Analyze Dashboards
As Analyze feature of NXT provides Retention and Acqusiiton rates for the organization, it would be so awesome to have included in that same dashboard what the current Benchmark Data for that same KPI is for our sector (eg.. Human Services) is. A...0
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queue--add the ability to input commands textually in a text box
If it were possible to create queue scheduling in a textual manner (and be able to copy/paste into a text box), it would be very helpful.0
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Keep "Only Show Contacts" selected in Relationships under Constituent
Our organization has a lot of relationships saved under constituents. Having the "only show contacts" box stay selected would save team members time scrolling through the names/always rechecking the box.0
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Add Campaign Heirachy to Campaign Analyze
We set up our Campaign Themes using hierarchy. Each Hierarchy has a goal and we need to report on progress to the Hierarchy goal.0
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Under Analyze in NXT, please add functionality for the numbers to print when you download a PDF. Currently they are only visible when you hover.
At present you can see monthly year over year details when you hover over them, but the numbers do not print when you do a download. These charts are very nice and it would save me from having to recreate them to show concrete details.0
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Adding Additional Addressee/Salutations
It would be nice to be able to add other addressee/salutations in NXT in addition to the database view, so that our Relationship Managers can make updates directly from NXT.0
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Adding contact in NXT needs to automatically click "Print organization name with address" in RE.
When a contact is added to an organization in RE, the checkbox for "Print organization name with address" is automatically checked. When a contact is added through NXT, this box is unchecked in RE. This is causing problems because I have other sta...0
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be able to change appeal id to appeal description in appeal performance analysis report
it would be useful if we could have the option change the appeal id to the appeal description in APA reports, similiarly as to Fund performance analysis0