-
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
-
Edit responses on appeals in web view
We track what appeals are returned by USPS, when donors respond to appeals without giving, and when donors acknowledge receipt of an appeal to their relationship manager. Right now these responses can only be updated in database view, but it would...0
-
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
-
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
-
Pay Method - adding Facebook and Network for Good - we need the ability to track online donations by the online method used by a donor. You already have PayPal and Venmo included. Adding other popular vehicles such as Facebook and Network for Good would be extremely helpful. Of course, the best thing would be if you allowed users to add methods to the drop-down menu, like you do with so many other fields.
No description provided1
-
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
-
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
-
Create an auto-emailer section of RE NXT
Create an auto-emailer page in RE NXT that does not need to integrate with outlook, gmail, etc. or require a third party package to use. It should save all sent emails in each constituent's actions record and save pdfs of any attachments. (Blackba...0
-
Work Center: Which Donor is at what stage in my Workflow?
Have the ability to create a dynamic list from your workflow reporting OR, even better, an "insight on your dashboard" which would contain the names of constituents, along with what stage of the work flow they are at (step 5/11) or "require step 6...0
-
Search for training only shows icons with the first few words of the training title. Can you create a detail view or change the size so the whole title shows?
Can you please change the view so I can see the entire title of the training. A detail view would be super! Also, sort and filter for the curriculum headers would be even more amazing, i.e. certification, fundraising, etc. I will also defer to the...0