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Display Unassigned Opportunities in Work Center List
Right now, if an opportunity is unassigned, you cannot see it in your work center list. Even if you use the drop-down menu and select "All Fundraisers". Occasionally opportunities get entered and an assignment is not made or it hasn't been assig...1
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Allow check no. to be one of the columns of an NXT list so that Director of Finance can reconcile more easily
Allow check no. to be one of the columns of an NXT list so that Director of Finance can reconcile more easily0
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Allow users to request updates to records
Much of our team has limited access to what they can change in a records. So, a small group of us make the majority of the updates. We need to monitor and track those requests. It would be great if a gift officer could flag an address that needs t...0
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Organization Contacts column in Action Lists
It will be helpful to see the specific contact you had communication with at an organization in the action lists in NXT. This way we can quickly see the communication history and make appropriate decisions about next steps.2
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Add the ability to see mass excluded lists
In lists you can add/exclude records. It would be advantageous to be able to see what lists, by list name, that you have excluded. I don't want to see the excluded records but the excluded list name. Currently, I was told by support that I had to ...0
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Allow fuzzy 'valid from' dates on addresses
At the moment the valid from and to options on NXT addresses don't work properly, requiring you to mark the addresses as seasonal if you don't have both a proper valid from and valid to date. Sometimes we just don't know this information accuratel...1
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BBMS Transaction Reports Need to be Streamlined
It is needlessly inefficient to view a report from BBMS. I have to click 5 times and extract the file from a zip folder just to VIEW a one page report. That is so inefficient. I should just be able to view it right on the screen when I run it and ...0
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Ability to add background image in emails.
We want to be able to add more visual interest to our emails with the ability to upload our own background images/patterns instead of being limited to a solid color.0
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Ability to Add a New Gift in NXT
Even if limited ability to do Cash and Other type gifts0
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Able to SAVE VIEW under Analyze/Fundraising/Recapture
Save view is available for all the others, also having Recapture would be very helpful