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Change primary Email as separate column in Lists, to allow sorting or excluding by 'blank'
As primary emails become increasingly important, we find we spend much time reviewing who has one, or creating lists of those who need alternative forms of communication (mail). We really prefer not to flip over to dataview to achieve this (assumi...1
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Glossary or index of RENXT terminology
It's useful to everyone that doesn't use this RENXT on daily bases and even to those that do use it. I think that everyone would benefit from it to help define the words. It should help on having a list to define the words to get around easier.0
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Keep major city names viewable on map view of lists
When there are a lot of records on the map view, the major city name disappears as the records (red dots) appear. It would be nice if the name of the city did not disappear as you zoom in and out. It's hard to tell what major city you are looking ...0
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Include specific notepads on lists
Our fundraisers use a notepad to summarise their current planning with a prospect. It would be useful to include this on NXT lists.0
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Need to see emails and phone numbers of constituents on action lists not the relationship emails and phone numbers.
This is strange. I was told that this was in the design. Not sure why it would be designed this way. It would be more helpful to see the constituent's information without having to open the record.0
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create custom lists in the "Lists" section
Currently, there is limited filtering capabilities in the different segments under Lists and some of us are attempting to use this function to display information for our gift officers to act upon. In our shop, gift officers are routinely asked to...0
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Want to be able to choose more than one date in an Action list filter
I think the fact that you can filter by "this month" and "next month" in the Actions Lists are very helpful but I need to be able to choose more than one at a time. Our Major Gifts officers want a List that shows them the upcoming actions that the...1
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Mass update opportunities
We add opportunities to a list of constituents for events. It would be helpful to be able to mass update ones that never responded once the event has passed. This has other uses as well, but events would be our primary use.0
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Change number of Events per page in Lists
Right now when you generate a List of Events, it shows 10 Events per page. Having an option to change that to 25, 50, 100, or all would be a real help. Especially for tasks like reviewing all events an organization did in a year, you can easily en...0
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Color Coding the dots in RE:NXT Maps to show rating or solicitor assignments
Having additional filtering capabilites in maps would benefical when building a travel list. Having options to filter on ratings, prospect status, prospect solicitor etc. would be wonderful.0