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Create personalized letters from a constituent record
As a donor relations person, it would be wonderful if I had the capacity to create a personalized letter (in Word) to a donor right from his or her record. I want to be able to create a letter that is already addressed to the donor and one that I ...2
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Donor Login: With access to Year-End Statements & Donation Management
What would be really nice to have is the ability to give donor access to not only their donation history through a personal login that they manage but their year-end giving statements. Also, to be able to update card information, make changes to r...1
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Enable assistants to import fundraiser emails directly from the assistant's Gmail account
Major fundraisers forward thousands of emails to their assistants to input into RE. Currently, those emails must be copied and pasted manually into RE NXT, unless the organization uses Outlook. Please enable the same functionality for Gmail users ...12
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Allow HTML formatting in Actions notes
HTML exists in emails i.e. signature lines, references to web pages, which are turned into actions via RE:NXT. When merging constituents, if HTML exists in actions, they will not merge and must be removed one by one to complete merge.0
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Having a Solicitor Goal Action
As more organizations are including more metrics for their fundraisers and moves management the ability to add an Action Goal and then pull this information using Data Analysis will be helpful. This will be helpful for solicitors and administrator...0
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Allow for use of "defaults" when adding actions or notes
Currently in the RE back end you can use defaults when adding actions and notes. It would be great if this options was available in NXT.1
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Outlook Calendar appointment - update appointment if Action date changes in NXT
Our staff would like the Outlook appointment they create from an Action in NXT to update if the Action date changes in NXT. Or, if the Action is deleted completely, the Outlook appointment should also automatically delete.1
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Show all workflows that a constituent is added to in one place
As far as I know, constituents can be added to multiple workflows by different fundraisers, which opens up the possibility of a single constituent being over-communicated to with mixed messages in quick succession. It would be really helpful to sh...0
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Add custom field to RE NXT Outlook Add-In
Our team loves the RE NXT Outlook Add-In but would like to see the actions custom field added as an option as we use those a lot to drill down on some of our data1
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Link to spouse record
Under actions, add a box to click that would copy the notes to the spouse record if selected. This would be helpful for meetings where both are present, or if it's important for notes to be reflected on both records.1