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Improve functionality for applying gifts to opportunities
We currently use a query to audit gifts that might need to be applied to an existing opportunity. Doing this via batch is not always consistent or accurate as sometimes it requires going back to communicate with a fundraiser. Applying a gift to an...0
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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
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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
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Make all actions show on record dashboard in Webview
On some records, there are only 3 or 4 screens worth of previews available in webview, but then when you click on the link for total number of actions (e.g. 176 actions), all are viewable. Can the preview expand to include all records for all time...4 Reviewed: Voting Open
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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
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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
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Notate if there are multiple Notes on an Action without having to click into the action
Most solicitors don't always click into the action to see if there were multiple interactions. If we had a plus sign or a number to show the number of notes in the action, they would know to click into it.2
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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.19 Reviewed: Voting Open
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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...4 Reviewed: Voting Open
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Enable Editing for “Gifts to Other Organizations” known as “Contributions” in RE NXT Webview
In RE NXT Webview, the “Gifts to Other Organizations” field currently appears under Contributions but is view-only. Full access to this data remains limited to RE Database View, which restricts usability for teams transitioning to Webview. To supp...1 Reviewed: Voting Open