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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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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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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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Separate "Acess other portfolio" permission from "Change fundraiser" permission
Currently, selection the Role Permission of "Access other portfolio" is completely tied to the "Change fundraiser" permission. Meaning, you cannot remove fundraisers ability to assign/unassign their own constituents without also removing their abi...0 Reviewed: Voting Open
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Ability to Add Attahcments to Already Exsiting Actions
It seems Crazy that we can add attachments when we create an action but cannot add an attachment when we edit an already existing action. Please add this feature.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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Merging should Include Opportunities
Why can't opportunities come over when merging donor records? Random0 Reviewed: Voting Open
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Reporting: Add ability to edit scheduled Dashboard Reports
Currently it is impossible to edit/delete a scheduled dashboard report. It requires the recipient to request for the report to be stopped. This can be confusing for the recipient, and if a report is scheduled in error it can create internal havoc....4 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