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Add ability to see who approved an invoice in Fenxt
It would be helpful if we could view who "Approved" an invoice in Fenxt because this is typically criteria our Auditors look for when reviewing our financials. Currently the "Approve" feature for invoices is useless to us because there is no way t...1
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Customize "Needs Attention" Tags in RE: NXT
Would like to be able to customize tags with RE: NXT; some built-in tags are not useful the way some organizations do business (e.g., including soft credit or differing time frames when determining lapsing/lapsed/lost donors, etc.). It would also ...16 Reviewed: Voting Open
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Have the ability to edit or add tags.
It would be nice to be able to edit or add tags that are more helpful to our organization.13 Reviewed: Voting Open
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Soft Credits should be included in donor lifecycle status
I created an insight based on where assigned prospects are in the Donor Lifecycle; however, I found that the Donor Lifecycle tag does not incorporate soft credits. This gap renders it useless for major gift level work. Please include soft credits ...0
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Add an upcoming pledge tag for a constituent
A tag for an upcoming pledge installment payment a month out for a constituent. Would help fundraisers be more proactive in asking for upcoming pledge installments. The tags already include an overdue pledge and an upcoming birthday. Given that th...5 Reviewed: Voting Open
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Customizing "Tags" Criteria
It would be awesome if Tags criteria can be customized for our organization. E.g. Instead of "no meeting" tag for no meeting for 6 months, could we edit that to be for 9 months or 12 months?0
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Tag a constituent in a note
When writing a note or an action in a constituent's account, it would be helpful to tag other constituents so that the note or action appears in the account of the constituent that was tagged.0
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Having the option to make the birthday tag as far as a month out instead of just two weeks?
For what I need it for I need the reminder a month out, so I'm hoping someone else will to.0 Reviewed: Voting Open
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Be able to manually add and edit 'tags' for constituents on NXT
This would allow for the ability to filter through constituents easier. It would allow for a secondary way to classify and categorize constituents for gift officers. Being able to manually tag someone and be able to control what they are tagged as...0
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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