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Workflow designer creating multiple actions for same constituent
Workflow designer currently limits the number of times it will be triggered for a particular constituent. Workflow designer could be used as a way to automate the creation of actions for fundraisers to thank constituents when they give. However, w...0
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Multiple Primary Employment
For designers and journalists, many have mulitple primary roles. They could freelance as well as have a premanent position. Currently NXT only allows one primary employment relationship. This would assist any fundraiser/alumni specialists in the c...1
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Make training datasheet where we can download and check off courses taken
This would be helpful because we could easily see which training courses we have taken. The Transcript just lists them all, in no groupings like the datasheet does. I have tried to keep up with a paper copy and I have several with different things...1
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Option to show exact amounts on reports in NXT
In building various reports in NXT, I've noticed that it automatically rounds Revenue information to the nearest dollar. However, in the "Over/Under" (relating to Goal) it shows an exact number as opposed to rounding it. I'd like to propose the id...2
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Ability to Filter by Fund for both Analysis and Prospecting Scores
It would be great to have the ability to filter a donor or list of donors by a fund or several selected funds and have all of the analytics correspond with those gifts associated with those funds. (e.g. If you filter only capital fund 2016, capita...1
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Automatic update constituent list when participant add to event
Please update software so the constituent list automatic updates when participants add to events.0
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Add search functionality for funds and campaigns in the toolbar search window
Instead of only searching for constituents, the NXT search bar would also return search results for individual funds and campaigns.0
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Create a chart/insight from a List.
From Lists,would love to see a button to create a chart. Currently, I think you would have to recreate the filters and parameters of the list into Report Builder. Examples: Constituency code graph of a List I created of records who have Major Gi...0
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Enhance the filter options within Deceased Finder
When you have 11K records that were found deceased on 1 date and the only Filter option is by found date it makes for an unmanageable list. At minimum , it needs an additional filter to exclude records that are not full constituent records. It cou...0
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Include the option to use two digit graduation year in the Addressee within NXT
Currently the option to include the class year in the address is the four digit format versus allowing users to use the two digit option as available in the RE Database View.0