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Add back action summary to action tile in NXT webview.
So since the "change" of separating the Notes tile from the Actions tile, our actions on NXT are no longer showing a preview of either the summary line or the detail of the corresponding note. It just shows the kind and type, with the date, but no...0
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Allow an attribute to be set or altered via an activity in the Workflow
This will allow for significant improvement to the value of the Workflows.0
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Filter to get only the current consistituents assigned
At the moment, we get all the Constituents that were assigned to us at some stage even if they are no longer assigned to us. A filter to only get the list of current constituents assigned would be helpful to better manage relationship in the mediu...0
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Change past due timeline for actions
RENXT sets when an action is past due. But we want to be able to change that so that not all actions are marked as past due after a day or two. For some actions, we would not consider them past due for 5 days--but we cannot change that.0
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Allow Editing in Search Bar
If I try to highlight a selection and change what I'm searching for in RE NXT, the search bar disappears and I cannot edit what I've already typed. This would be helpful to be able to do if I'm trying to check if a constituent exists in a database.0
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Allow additional Freeform fields to membership online form
We ask new members for birthdate, preferred language, how they heard of us, and interest.0
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Ability to Print Address Labels by Student Birthday Month
In a previous platform our school used, it allowed us the easy to use feature where we could filter students by who has a birthday this month so we could send them birthday cards and then print shipping labels for our envelopes. This feature alone...0
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DB Query and NXT List able to check for auto or manual RG.
Reporting and examine gifts to be migrated to auto.0
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Function to bulk migrate RG and Pledges to Automatic charging from Manual.
Data migration for multiple existing gifts, and imported RG and Pledges from other platforms. -
Analyze (NPI) Proposals Tab Increased Functionality to List of Proposals
At the bottom of the page is analysis projection accuracy, and time frames. This should be included in the proposal list and allow it to be sorted to easily to find the major wins or deficits of a major gift officer. This will allow for a discussi...0