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View cumulative giving by fiscal year vs calendar year on NXT view
Currently, NXT shows cumulative years of giving in the gift tab, however, it is calculated by the calendar year. Our organization figures this on the fiscal year. So on our NXT screens, this info isn't always accurate. I would like the option to s...1
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Allow users to choose which Outlook calendar to link to RENXT.
Rather than only being able to link the default Outlook calendar to RENXT to post upcoming actions, users should be able to choose their desired Outlook calendar for RENXT integration. For example, I use my default calendar as a scheduling calenda...1
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Dashboard panel that shows all our upcoming events and a hyperlink to view event participants in list on RE NXT Work Center
I was hoping to create a dynamic list in RE NXT to view participants for a particular event and update the response and registration fields in RE NXT. It would also be very helpful if there is a dashboard panel on the work center that shows all ou...0
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Allow to assign solicitors conditionally in workflow
It would be great if in workflow I could assign the action to the assigned solicitor, or if the record does not have a solicitor, then I can designate a solicitor to have those assigned to. Sometimes someone gives a gift at a level that triggers a...1 Reviewed: Voting Open
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Update Contact Information in the Event Modeule
When we are using the event modeule if someone registers under the company name there is not an option for us to change or choose what information comes in under the contact summary. Sometimes just a phone number pulls in, sometimes an email. It w...1
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Ability to Overwrite OR ADD when Merging Records
To have the ability to add data instead of only overwriting what's there. When new data is present on a duplicate record, I need to add it to what is currently in the target record. This includes but is not limited to contact information, custom f...0
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Manage non-constituent participant name, contact info, etc. from participant list
I'm stymied by needing to modify names/contact information for guests but the 3-dot menu button "edit" only lets me change the participation types, not the participant details. We registered folks as "Guest of Smith Table" and need to add the name...6 Reviewed: Voting Open
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Add Addresee/Salutations in a Constituent List
We pull some of our email lists from NXT using a constituent list and use informal salutations when addressing our constituents. This is a field under Addressee/Salutations, and we have no way to add this to a constituent list. It would be extreme...0
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Participant Options: Allow a List Item to be Inactivated/Hidden
When offering multiple items within a drop-down list on an RE NXT Registration Form, there are instances where it would be nice if one or more of these items could be inactivated, leaving the remaining available options in the list visible on the ...0
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I would like to be able to view - on one page or one report - everyone in a fundraiser's portfolio and their corresponding actions and opportunities.
It's useful to see all this information in one place. I want to have a snapshot of the fundraiser's portfolio which includes any active opportunities/proposals and their next action.0