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Ability to set length of attribute/custom field in configuration
We have an attribute whose only valid entry is 10 numbers. It should not be longer or shorter. It would be helpful to set the attribute to reject any other entries.0
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Add the ability to exclude inactive solicitor relationships from displaying in NXT Work Centers
If you are like me, you inherited a database full of inactive solicitor relationships with no "to" date. In RE classic, this is not an issue, but in NXT it is and there is not global way to add a "to" date or to exclude these old relationships fro...1
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Workflow--combine criteria
Allow the combination of criteria in a workflow. For example, start with a specific Constituent List, then add the criteria that when someone on that constituent list makes a gift that the solicitor should be notified.0
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Outlook Plugin for NXT Webview include Action Solicitor
Add/include Action Solicitor when copying an email into RE. Currently that field comes through blank in the action record0
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Should be able to add/exclude opportunities in opportunity lists
I'm working with my gift officers to get all of their opportunities into NXT, but it would be great if I could make a list of priority opportunities for them to review on a regular basis. It's a great feature in building out a nuanced constituent ...0
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Ability to default records with blank first name to "Friend" in email or letter merge
A great feature would be to allow users to set a blank first name to "Friend, "Supporter, " or whatever in the event the first name field is blank. It's a common fallback to make sure communication does not go out with blanks for personalization.0
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The deceased button on NXT needs to prompt certain actions like it does in the database view
It seems to me to be very dangerous to have the deceased button in NXT without it prompting certain actions like it does on the data base view. By design, NXT is being used by people who may not understand the complexities of the database or the i...1
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Let's be able to pull quickly all emails for donors through NXT
Would be so helpful to be able to export to excel a list of donor name and all emails for a given date range through NXT. It sounds so simple! If anyone knows a hack for this, please let me know... Thank you!0
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Updating Addressess NXT
When you update an address in NXT it should update all records and relationship records that share that address. This however is not the case and is causing tons of returned mail. Same should apply when marking an address inactive. If you mark an ...1
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Show "Needs Attention" Cards Only for Primary Assignments
We use several different assignments (Prospect Manager, Team Manager, Discovery, etc.) It would be helpful if we could limit the view to show only the records that need attention that are for Prospect manager or the primary assignment.0