-
Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
-
Introduce a Solicitor/Fundraiser Type filter in Work Center
We have organized our fundraiser assignments by solicitor type - fundraisers are assigned constituents and each assignment is required to have a specific solicitor type. A fundraiser could be assigned to the same constituent for different projects...47 Reviewed: Voting Open
-
Make the proposal/opportunity import ID filed available in query
Updating proposals/opportunities by clicking into them one at a time is not an efficient method when mass updates need to be made to several proposals quickly. The proposal/opportunity import ID enables the unique identification of proposals, allo...2 Reviewed: Voting Open
-
Make attachments added in NXT web view show up in database view
Need to search for documents in database view, because all documents that were in system prior to conversion to NXT show "Media" as the title and the conversion date as the date in NXT view. I wouldn't mind this except that you can't see everythin...22 Will not implement
-
Add an Event filter to Constituent Lists
As I've had a bit of opportunity to poke around in the RE NXT sandbox, I've realized it would be very helpful to be able to see and filter event information in the same way we can view gifts, proposals, actions, etc. Is there any plan to add an "E...15 Reviewed: Voting Open
-
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.18 Reviewed: Voting Open
-
Add 'Appeal' field to Actions
We can of course input the Campaign against actions, but for some reason you cannot with appeals. This would be so much more useful to have appeal rather than an overarching campaign. We want to be able to report on performance and efforts that ha...0
-
When adding a new Action, needing to add a specific action note type in web view instead of the default "Added via Web View"
Currently in web view when adding an action, the action note type automatically saves as "Added via Web View". You now have the save it and then go back in to change the action note type from "Added via Web View" to your preferred action note type...0
-
Enable required field support for Opportunities in web view
Enable the ability to set required fields on Add / Edit Opportunity forms
17
Reviewed: Voting Open
-
Add ability to view properties of opportunities
Viewing properties for proposals is essential to see recent changes, and import ID information for proposals is vital for identifying a specific proposal, knowing when changes were made, and by which user.