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RE NXT Outlook plugin - stop auto assigning last Assigned Fundraiser
By default the RE NXT Outlook plug in automatically remembers the last Assigned Fundraiser you used when adding an Action. This means the next time you go to use it for another email to a different constituent it retains the Assigned Fundraiser us...0
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Add customizable identifier to transactions processed through Cybersource in NXT donation forms
We take payments through several sites in our Cybersource account. Reconciliation can be challenging because we need to figure out which site was the source of the Cybersource transaction. It's great that we can use Cybersource with the NXT donati...0
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Ability to limit notes and actions a fundraiser can see in NXT, helping keep confidential notes private
If we have volunteers in our system we would prefer they can't look up the board of trustees and see all the confidential interactions between the development department, head of school, and the constituent. We use actions so they can complete tas...1
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Filters for Action Lists accessed from the Notes and Actions Tile should be Persistent
When clicking on the number of actions from the Notes and Actions tile in a constituent's record and getting a list of that constituent's actions, any filters set there should be persistent or have the option of being made persistent/saved. This c...0
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Communication Preference Dates (and other metadata) Should be Usable in the Database View
There's no purpose to the date fields in Communication Preferences--they don't seem to do anything and worse, they communicate to those who can do the data entry on them that they do! For example, if Do Not Mail is entered with an End Date of 7/1/... -
Setting to Specify Other Name Formats order in Constituent Summary tile
I'm working with an org with many additional add/sals/Other name formats. The less clicking the better for fundraisers, and they would like to be able to set the order in which additional add/sal types are listed before they have to click to see m... -
Allow for the Selection of an Address &/or Relationship Constituent for Gift Entry
Allow for the Selection of an Address &/or Relationship Constituent for Gift Entry. Especially important for Org donations. We need to be able to select a specific address (ie: business, branch address, personal) and which Relationship the ack...0
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Permit Database Administrator Security Group to Customize Criteria in the Duplicate Management Tool in RE Webview
Permit Database Administrator Security Group to Customize Criteria in the Duplicate Management Tool in RE Web-view to more accurately reflect duplicate management in the database view. -
Contacts In Alphabetical Order
We would like to request that when entering an action in a corporate record that the associated contacts come up in some type of alphabetical order. When dealing with companies with numerous contacts it's very hard to find the one you're looking f...0
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queue--add the ability to input commands textually in a text box
If it were possible to create queue scheduling in a textual manner (and be able to copy/paste into a text box), it would be very helpful.0