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Add Actions to REnxt Fundraising-Work-Unassigned-Filters
Working through Discovery prospects, we'd like to assign Actions to as-yet unassigned prospects, an Actions filter would be very useful in the flow of this work.0
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View Inactive Fundraiser Assignments in Lists (checkbox option)
We can't verify whether someone was ever assigned to anyone, or when a fundraiser may have been assigned. We use both "former" to flag inactive assignments in the type and a Date To to indicate when the assignment stopped being valid. With the new...0
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Has similar addresses together
I would like to see all home addresses grouped together as well as all business addresses grouped together in the address tab. The addresses history of the donor would be clear. People sending letters, tax receipts, annual reports and other docume...0
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RE7 Admin - Globally Add Records
When will the Admin functionality be available in NXT? I noticed when I globally added an action to a group of constituents the only thing that is recorded in Notes & Action in NXT is General - Email (Assigned to Stephen Covello) 8/1/2019...0
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Fundraiser Work Centre dashboard filters
Make it possible to filter the dashboards to be more user specific. So for example the actions data tile for a fundraiser should be filtered to actions relevant to a fundraiser. Currently the total is all actions for constituents in their portfol...0
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Attachment Tags should be able to be added by fundraisers too, not just Admins
I'm currently in a situation where a fundraiser in my office needs to be able to use, add, and edit attachment tags, but really shouldn't be an administrator. There really needs to be a way to give others this capability. Our compromise is that I ...0
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Allow Adding Additional Columns on Canned Written-Off Report
When pulling the Writen-Off Report, I would like to add the notes to each gift that is written-off so that our auditors or others will see the reason a gift is written-off.0
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Filter Control Panel -> Security -> Users by NXT product affiliation
We use FE NXT and RE NXT and there are 2x as many FE NXT users as RE NXT. It's confusing to scroll through the list to verify new RE NXT permissions (like when events is introduced) to make sure all the RE NXT users have been assigned, when there ... -
Edit employment information from web view
Employment is a key field for Gift Officers. During a call, if they learn of an update or change to this information they (Gift Officers) cannot add/edit it. It can only be done in database view. Seems that that is a top-level field that the folks...0
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Upload a list of Constituent IDs, link it to the data in RE (add columns and have the data fill in), and then export the new list
Reeher has this capability and it is very helpful.0