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Allow organizations to define "major gift" parameters in Prospect Insights
The default "major gift" in Prospect Insights is currently $10k or more. Our organization wants to be able to adjust this to $5k or more, to pull in more prospects and potential givers within the PI module.0 Reviewed: Voting Open
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Exclude soft credit gifts in workflow
I would like to exclude soft credits from the process in workflow. I don't need an action for both spouses if one makes a gift. It just makes extra work to go in and clean up those actions.4 Reviewed: Need Further Info
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Flag Opportunities as Past Due once the deadline passes
Currently the only way to do this is to filter by Opportunity status and Deadline date. This seems like the kind of thing that should automatically update. Actions do this and you can filter on Past Due actions.0 Reviewed: Voting Open
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Opportunities List for Fundraising Dashboard
It would be useful if NXT allowed the user to use a previously created opportunities list to create a fundraising dashboard. This would allow us to track revenue to date.0 Reviewed: Voting Open
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Constituent Actions limited to 20 on the display panel
On the Constituent view of NXT in the “Notes and actions” panel, number of Actions visible to users is limited to most recent 20 (4 pages each of 5 actions) even though the total at the top in blue may be greater. When a user applies a filter it i...5 Reviewed: Voting Open
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For Actions, Add Social Media as a Category
Add Social Media to the categories of Meeting, Email, Phone, etc. Social media is clearly a significant way for gift officers to interact with donors.1 Reviewed: Voting Open
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When adding Actions on NXT, the default setting is 'Future' instead of 'Past'. Could it be changed?
We mostly add past actions to the database that are normally completed, so we would like to ask to set 'Past' as default instead of 'Future'.0 Reviewed: Voting Open
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Add Confidence to Opportunities
We use the Confidence ratings to help determine a pipeline for future funding. It would be helpful if that was included in the Opportunities in the web view so our DOs don't have to go back in to the proposal in the database view.1 Reviewed: Voting Open
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Automatically display author of notes and actions
It would be helpful to filter and see who has made the latest communications or notes on a donor's record. Automatically assigning the author (as databaseview currently does) and then displaying this information in NXT will assist both fundraisers...2 Reviewed: Voting Open
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Set Conditions for Workflows BEFORE Actions/Emails
For example: A gift is made > Condition = 3 days have passed > Send workflow email When I asked ChatSupport about this, this is the response I got: " As we have checked the condition which you have applied is applied after the email, we need...0 Reviewed: Voting Open