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Update SKY API to allow importing the Phone number field in an action
We use Omatic to bring in actions to describe donor thank-you calls. (Dozens of these are done at a time, so it really isn't feasible to manually enter each one.) Many of our donors have multiple phone numbers on file, so it would be helpful if th...0
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For RE NXT Marketing there should be an option to export and edit the individual emails within the browser before we send them off to donors (Idea inspired by Word Mail Merge)
I wish there was a way to see all emails and make final edits to /customize them before I hit send. In Microsoft Word there is a "Finish & Merge" option. The drop-down menu then gives you the option to "Edit individual Documents." I wish RE ...0
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Allow for filtering on Proposals in workstation overview
I would like to be able to see those bars based on current fiscal year activities not everything!0
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Percent of audience group metric custom insight
I'd like to be able to show % of donors for constituent codes (or various other attributes!) I can show 9 board members are donors out of 10 total board members using the headline insight, but it would be much better if it could be simplified into...0
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email a link to the RE:NXT record?
Just writing an email to our CEO and wondered if it's even possible to do this...rather than tell him that the record he wanted is now created in RE and can be found searching for either of two names (I used to include Constituent ID...=) ), I wou...0
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Each solicitor can only see the opportunities they are assigned
I noticed that if a prospect has 2 proposals on their record and each proposal has a different solicitor, that the each solicitor can see the others opportunities on the record. Having the ability to define what opportunities the solicitor can see...1
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Search for Campaigns and Funds in the search box in NXT
This would let us quickly check how a campaign or fund is doing without first going into a gift0
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Lump Sum Soft Credit On Events
This would allow you to add a total revenue or lump sum soft credit to an event host. Particularly useful when you have event hosts that invite individuals from their personal circle to attend events that generate not just ticket sales, but sponso...0 Reviewed: Voting Open
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Increase functionality with RE NXT dashboard view
Being able to change the fields in RE NXT Analyze Fundraising dashboard view. For example, I'd like to add "Post Date" as an option as well as being able to choose the date range for "Gift Date".0
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Annotations Created in DB View should be viewable in Web View
Would love for my DB-Created Annotations 'pop up' in Web View.0