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Outlook Add-In - Calendar Meeting Actions
One of the metrics that we track for our MGOs are face-to-face meetings with our donors. While we can currently add Meetings to our calendars from Actions in NXT, most of my MGOs work and schedule meetings directly from their Outlook Calendars. A ...4
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There should be a drop down to search for an appeal, campaign and fund.
Makes it easier to find the correct information1
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Add constituent ID as a criteria to generate lists
It would be helpful to generate a list in NXT from constituent IDs (say, from another query/report). I'd love to be able to copy/paste my list of IDs and get a list.0
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Tag Child's Class Of At The End Of Parent Salutation
Hi, Configurations -> Addressee/Salutations have a set of salutations we can use. Our organization use a code called P to identify parents with students in our school in their addressee. I am trying to automate this further. In the example high...0
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Add attachment file to emails.
Add the ability to include an attachment file to an email.0
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Create custom form that feeds directly into the database
We should be able to create a form that people can fill in with information that can automatically update the database. At the moment, RE can only create a 0 dollar event giving form (if you have merchant services) or I have to manually add each c...0
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Create a no valid address option
We have constituents who request to receive no mailings/call from our high school and those that have moved and mail was returned with no forwarding address. They have two totally different meanings and a no valid address option would be very help...0
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Adding split gift amount to lists
Adding split gift amount to all lists would significantly help in reporting.0
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Insight designer/Analyze: add Fund Attribute to the filters. My organization and many other use Fund Attributes to store valuable information about Funds. Can those fields be added for filtering?
No description provided4
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Ability to soft credit opportunities or to add to multiple constituents records
i.e. spouse/multiple trustees of a trust2