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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...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.Reviewed: Voting Open
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Add Upcoming Pledge Payment List
Add an Upcoming Pledge Payment Due statistic and list in Work Center next to the Overdue Pledges statistic. Fundraisers can proactively remind donors about upcoming payments in a personalized and timely manner. Pledges due next month is a one exam...Reviewed: Voting Open
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Constituent Actions - Load defaults Values
Add functionality to populate required fields with a default value . We rely on this to quickly enter Actions and pre-populate notes. Assign constituent codes, preferred address, and salutations when creating a new record. Gifts auto-populate th...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...Will not implement
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Allocate Gifts to Opportunities on batch import
We're beginning to use Opportunities heavily, but our import process doesn't allow us to allocate gifts to opportunities when importing gifts and batches. This means a lot more manual work to get the funded amount of an opportunity. It will be hel... -
More than one Fund in Opportunity
I have a very robust institutional team, and often times they will submit solicitations to funders that ask for support for different programs in one ask. We are severely limited by the fact that we can only choose one fund per opportunity and ima...Reviewed: Voting Open
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Have option to auto-merge Outlook emails with RE NXT constituent actions
Current process requires manually linking an Outlook email to a constituent record via the Add-on feature. It would save time and automate the process of linking if there were an option to auto-link. -
Allow Actions to be linked to more than one Opportunity
Often our fundraisers will solicit for multiple gifts of different kinds to the same donor at once, meaning that the Action they record for one Opportunity is also relevant to a second (and possibly even third) Opportunity on that same constituent...Reviewed: Voting Open
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Enable required field support for Opportunities in web view
Enable the ability to set required fields on Add / Edit Opportunity forms
Reviewed: Voting Open
