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Change reporting in NXT to have the fiscal quarters align with our fiscal year and not the calendar year.
Our organization has a July to June fiscal year and it would make reporting much easier in our year-to-year comparison if we could adjust the Q1-Q4 to align with our fiscal year like we have in DB.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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Solicitor shouldn't be mandatory when adding an action
We have not set Solicitor as a mandatory field in database view. So why is it a mandatory field in Web View0 Reviewed: Voting Open
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Filter for Head of Household for Overview and Needs Attention
NXT's work center needs to be able to filter by Head of Household. Each married couple assigned a solicitor has a designated primary prospect (entered as Head of Household in raisers edge). Solicitors need to be able to filter on Head of Household...0 Reviewed: Voting Open
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Web view Actions should automatically show the author as they do in Notes
Notes automatically "assigns" the author but Actions requires a drop down menu and selection of a "fundraiser" to capture the authorship. Yes, I'm aware that you can discover who entered the Action by following a tedious multiple step process via ...4 Reviewed: Voting Open
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Sort/filter Action Lists by Priority
Right now I can't create a list of high-priority actions in NXT, and my fundraisers use this a lot to evaluate their portfolios. Would like to have this not only as a filter option but also a column option in the list itself.0 Reviewed: Voting Open
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Stop sending Action Alerts when I create an action for myself - Allow Notification preferences in NXT
I recently started receiving Action Alerts (the little "bell" on NXT's top screen menu) when I create an Action FOR MYSELF. I don't need to be notified when I do something. It adds clutter to my screen and wastes my time when I have to click on th...4 Reviewed: Voting Open
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The address columns should be added in the Gift Queries on Raiser's Edge NXT
This will be helpful because then I can see where my donors are located and the amount they have gave at the same time. It's too time consuming for me to click on each name to see their address and to switch back and forth between Raiser's Edge an...2 Reviewed: Voting Open
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Allow Workflows based on donation pages
Allowing Workflows to be triggered by donations made through certain donation pages would make assigning follow up tasks to team members so much easier. In some instances it would save an additional step of communication between assigner and assig...0 Reviewed: Voting Open
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Add more fields to the Webview Opportunity
on the database "proposals" you can add reason, rating, note, etc.... Would like to have all fields available on the webview also including allocations14 Reviewed: Voting Open