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If the solicitor/fundraiser assingement is closed remove from under constituent name
Currently directly below a constituent's name is the list of their assigned fundraisers. Once the relationships are closed it'd be helpful to remove those non-current (past) assignments.0
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Events: Web-based view needs updated
So many updates can be done to Events web-based view that would make event planners lives so much easier such as: Deleting multiple constituents at once rather than deleting one by one. Being able to pull a gift list in NXT and adding that gift li...0
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Include more gift fields in the webview NXT gift batch; especially custom gift attributes. Better allow custom gift batches in NXT Gift Management
No description provided0
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Add Image to content menu in NXT Registration Forms
No description provided2
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Custom Refresh rate on Dashboards/Insights
I cannot be the only one who thinks a 2-4 hour window is too large a refresh time for all Dashboards/Insights. My boss's are looking for current numbers and if I enter a gift in Database view or NXT I need it to show up on a Dashboard as close to ...1
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Outlook popup forTasks/ Actions
It would be very useful if Outlook could pop/flag up when a fundraiser is tasked with an action, this could ensure all staff receive alerts and reminders in a timely manner. It would be even better if the Action could be listed as a task within Ou...0
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Couple Anniversary Date Tag and List Filter
Assigned staff would love to see a couple's upcoming anniversary as a tag just like they can see upcoming birthday. It would also be helpful to be able to generate a list of upcoming anniversaries. A query can be built in database view, but this f...0
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Add Event name and fields as a filter in Constituent lists
We are unable to create a dynamic list of Event participants for our fundraisers to use to manage events, but also to use as a basis for workflows.2
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Allow custom fields for existing addresses in RE NXT
Attributes appear on address records in database view - but this information does not show on RENXT. Viewing of constituent records is done primarily in RENXT therefore we should be able to see all attributes/custom fields.3
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Add Attachments to Mail Merge
We wanted to send a thank you message to our donors using mail merge but also incldue a pdf of their itemized giving statements for the year. Currently, there is not option to add attachments which prevents us from using mail merge for this reason...1