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Additional ideas for Filters
Would love for these things to be available as options for filters in Constituent Lists: It looks like if you don’t select a Fundraising from the Assigned To drop-down, you will get unassigned prospects, but I’d like for “unassigned” to be an a...2
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Ratings Filter and Sort
It would be helpful if filtering on custom ratings would allow you to select more than one value or a range. It would also be nice if ratings in a list would sort by the description. Many times, our fundraisers would like to see high to low values...3
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Add ability to add specific date for action in Workflow Designer
We are attempting to use Workflows to manage our annual stewardship plan and we have several touchpoints that don't occur when a gift is made - they are made on a specific date, like an invitation to a future event, or the mailing of a handwritten...0
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Allow Sponsors to submit Journal Ads and Logos through Event Registration Page
Our current event registration allows registrants to upload their Journal Ads and Logos through the Event Registration page. Even if these documents were forwarded via email to a designated email address that would be sufficient for our needs.0 Reviewed: Voting Open
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Add Gift Status as a Filter field in NXT Lists
The ability to sort and filter based on gift status (Active, Completed, etc) would allow for better list pulling to see who current recurring donors are.1
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Export Comments when creating a List based on a particular Custom Field
We have several Custom Fields and we use comments in them. When we export the information from a Custom Field, it does not export the comments associated with that Custom Field.1
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If the solicitor/fundraiser assingement is closed remove from under constituent name
Currently directly below a constituent's name is the list of their assigned fundraisers. Once the relationships are closed it'd be helpful to remove those non-current (past) assignments.0
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Add Attachments to Mail Merge
We wanted to send a thank you message to our donors using mail merge but also incldue a pdf of their itemized giving statements for the year. Currently, there is not option to add attachments which prevents us from using mail merge for this reason...1
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Outlook popup forTasks/ Actions
It would be very useful if Outlook could pop/flag up when a fundraiser is tasked with an action, this could ensure all staff receive alerts and reminders in a timely manner. It would be even better if the Action could be listed as a task within Ou...0
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Make Campaign and Appeals required in NXT
Campaign and Appeals can be required in database view, but not in NXT. Please make it required in both.0