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Add "Unassigned" as a tag or "No assigned fundraiser" from the assigned fundraiser filter in lists
The "Unassigned" list in Work Center is great, but is unavailable as a dynamic list to be used in Workflow designer. Since we can't select "No assigned fundraiser" from the assigned fundraiser filter in lists, there is no way to use this feature d...2
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Soft Credits to donor are not part of the criteria for tagging
A gift soft credited to a donor is not recognized by NXT in that it will tag that donor as "Lapsed" etc.1
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Include Spouse Birthday in Upcoming Birthday tags
Include the spouse birthday in the "Upcoming Birthday" tag. Our Development Officers like to send birthday cards to their donors but don't want to miss spouse birthdays, which are currently excluded from this tag criteria.2
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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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Create new tags: Overtime in Prospect Status and Opportunity Status Overtime
By creating these new tags, fundraisers would be able to quickly export a list from their work centers of prospects or prospects with opportunities that need to be evaluated due to being over the specified length of time in a specific prospect sta...0
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Allow us to Disable Certain/All Tags
I believe the tagging system, although it is neat and can be useful, has the downside of the amount of information is pushes out. If a fundraiser has 200+ constituents in their profile, they get absolutely bombarded with tags, asking them to creat...0
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Add a tag to constituent when pledge is completed
A tag when a constituent completes a pledge, and subsequent pop up on the "Needs Attention" portion of overview, would help manage the next move for that constituent in a timely manner.1
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show NXT tags in database view, include in database queries, exports, reports
Make the NXT tags visible in the database view and allow them to be pulled into queries, exports and reports.0
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Change Dismiss button in Needs Attention section in Work Center to dismiss the tile and not have it return nightly.
In the Work Center, the Needs Attention tiles are brought up by the top 25 records that the system flags as highest priority. While you can Dismiss the tile, it refreshes nightly based on the tag. The challenge with this is: I've already scheduled...1
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"Frequent Donor" tag
Please create a tag that is automatically applied after a donor makes a number of donations in a fiscal year. It is not easy to sort that currently in NXT as the Total Giving filter option is only for Amount, not quantity. I would like to easily s...0