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Ability to add actions for all staff not just fundraisers
When setting actions they are not always completed by the same person due to what project the donation comes in for. We contact supporters in line with the project not specific fundraisers0
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Account Quick View - Should Be a User Setting
During the recent update, the ability to have a quick view for Accounts was removed. This should be a user determination and not a universal change to the system. I understand that some people may want to go straight to the full details, but I'm s...0
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Copy To Search function should search all name fields and be dynamic; Spouse Name in the Alias should not be prioritized over the Spouse Name from Relationship record in search
When searching for constituents to copy actions to with the new Copy To feature, the search function prioritizes Alias fields over actual Spouse Name fields in the Relationship record. A Gift Officer at my organization was searching for a Spouse b...0
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Roll up individuals' notes & actions to their companies when "Primary Business Info" is checked
Currently, actions and notes added under individuals do not "roll-up" to the companies they work for. So, if I record a conversation with Jeff, who works for AA Architects, on Jeff's record, you can't see it when you visit AA Architects' page. But...1
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Make Action notes dates as date fields and not text fields
Right now, if you export the date of an action note in anything else than a .CSV file, the field is considered a text and thus will not sort properly in Excel or be recognized as a date field in Crystal.0
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Add action change alerts to assigned fundraisers anytime an action is updated or changed
This alert would be useful because sometimes actions are changed or updated without the knowledge of the assigned solicitor. There should be an option to turn on or off the alerts, but there should be an option. For instance, two fundraisers are s...0
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Add a pledge as a gift on the gift type drop down
No description provided0
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Notifications
I concur. it would be great if there was a setting in RE NXT that would allow other users in my org to know i made a modification or uploaded a pdf into the database.0
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checkbox for report title to print in footer
It would be very helpful if there was a feature where you could check off to print the report name in the footer of the page. This is a feature in excel to indicate the name of the spreadsheet used. I update the title and subtitle continuously but...0
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Allow for a static date range to be viewed when Analyzing Activity
In NXT, when Analyzing Actions, the date options - once selected - should not change when a particular view/dashboard is saved. For example, I have a number of views which are measuring Major Gift Officer activity and I only want to see that activ...0