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Specify Solicitor Type for Portfolio in Work Center
Hi- I love using work center but it shows a much larger portfolio size as it doesn't allow me to limit for those who I'm the primary solicitor. In our organization we also track staff solicitor for supporting or other roles. I would prefer to limi...0
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Pick the date(s) you want NCOA to run
NXT set up for Address correction services takes you through the whole process to get it configured and set up. Then, without asking you, automatically schedules the date to run it. I didn't want to run it today. Why did it do that? I just ran it ...0
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Embed Link in Dashboard
There are websites and other pages that I would like someone to have access to. Someone can go right from the dashboard to this hyperlink, instead of having it in a textbox and needing to copy and paste it in the address bar.0
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Set NXT Dashboard as NXT Home Page.
No description provided0
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Enter one action and tag to multiple records in RENXT
Currently if we want to record an action undertaken by one constituent with respect to another constituent, this action needs to be separately entered on each record. It would be helpful to be able to tag constituents in an action so that we can e...3
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Notify Primary Solicitor When Another User Creates An Action
No description provided1
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Display an organization's relationships in insight builder
It's great to be able to display companies and organizations and their giving and action activity. But it would be particularly helpful if we could display a company's primary contact or alumni that work at a particular company inside a table/grap... -
Create custom insights in report builder.
Insight builder is a great a tool, but I think we should be able to create custom insight facts/metrics on any and all attributes of RE records/queries. -
Analyze Overview Dashboard - Add Filter for Donor Primary Constituent Code
My organization organizes its fundraising budget by donor constituent code (i.e. Individual, Corporate, etc.) and there are particular constituent codes that the fundraising department is not responsible for -- government, united way. In the RE 7 ...0
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Add ability to require more than one constituency code.
I would like to be able to require more than one constituency code on the constituent record. This will require that any and all users to enter this minimum information which will best enable all users to produce correct and consistent reports as ...0