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Change past due timeline for actions
RENXT sets when an action is past due. But we want to be able to change that so that not all actions are marked as past due after a day or two. For some actions, we would not consider them past due for 5 days--but we cannot change that.0 Reviewed: Voting Open
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Return Action Item side panel on screen vs opening the action (or allow it to set as a preference)
With the latest update I have noticed that when working with Actions in NXT it now opens the Action redirecting you from the profile vs. the side panel that did pop up on the side. This isn't a huge deal but it does takes more time for the for the...0 Reviewed: Voting Open
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Ability for a person to link to just gifts and not be a canvasser
This would be beneficial to a Finance team and we would be able to see what gifts have recently been put on in real time. instead of having to do a list it would be in your Work Centre.0 Reviewed: Voting Open
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Action category Meeting to have its own drop down 'type' option
When creating an action for a meeting, our end users would like to have the action type different to all other categories. For example Action - Meeting - Stewardship. Instead of seeing all on the list such as 'contacted' or 'marked as deceased' an...0 Reviewed: Voting Open
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Automatically update the link gift in opportunities when you enter a donation
When I enter a donation I would like for the link gift in Opportunities to update automatically.0 Reviewed: Voting Open
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Add "backup" list of gifts per solicitor in the Goals section
It would be really helpful if under goals in NXT (on a solicitors record), you could click into that goal and see the list of gifts that add up to equal said goal! It would be much easier to find discrepancies than running a solicitor report in th...0 Reviewed: Voting Open
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Default to Assigned Solicitor as the Fundraiser when adding an Action
This would make it less likely for the Fundraiser to forget to add themselves to the Action.0 Reviewed: Voting Open
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Having a spellcheck feature within the Actions and Notes would be awesome!
It would be nice to help prevent misspelled words in action and notes.1 Reviewed: Voting Open
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Add membership card scanning to work center search bar
It would be very helpful to have the ability to scan membership cards in the work center, rather than having to open up database view. The work center is already a more streamlined view of constituent records and is easier to navigate quickly. It ...1 Reviewed: Voting Open
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Keep the notes active when hovering over one note in the list of actions
It would allow me to read all of the note, before it disappears, which causes me to have to re-open it, when there are many long notes, this becomes quite problematic0 Reviewed: Voting Open