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Save an Action as a draft automatically before NXT logs users out
It would be good if an Action could be saved automatically as a draft when NXT logs users out after they have been inactive for a while, so we wouldn't lose action notes typed already.Reviewed: Voting Open
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Ability to complete actions in NXT workflows
I am enjoying the automatic workflows we can now do in NXT however when adding the automatic action it doesn't allow you to complete this action automatically. As a result you have open actions on your NXT dashboard. ie. I have an automatic birthd...Reviewed: Voting Open
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NXT - access to specific Fundraiser Work Centers by individual/group
Right now in NXT, you either have view and edit access to ALL work centers, or just your own. You aren't able to specify the work centers specific users can see and edit. We'd like the ability to specify which users have access to which work cen...Reviewed: Voting Open
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User Control of Font Size and Color Contrast in the Whole Database
Being able to increase font size and increase color contrast across the entire database would reduce eye strain and enable users to adjust what they see in RE according to their visual needs and preferences. Visual needs change as one gets older.Reviewed: Voting Open
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Make days in prospect & opportunity stage available in lists
Hugely useful data is being collected in NXT on the dates that prospects and opportunities are changing stage. However this data is not being used as we can't access in in NXT webview or DB view. So please could you add a column/filter field in co...Reviewed: Voting Open
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Including a column option in Actions to show that there is an attachment
When doing an action list at this stage there are no filters or column options to show if there are attachments on the action. These can only be viewed by checking the action inside the constituent record.Reviewed: Voting Open
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Ability to soft credit opportunities or to add to multiple constituents records
i.e. spouse/multiple trustees of a trustReviewed: Voting Open
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Add Campaign to Workflow Constituent Criteria
It would be helpful to limit workflow constituent criteria by Campaign. Use case: I want to create an action to call donors who give more than $X to a specific campaign.Reviewed: Voting Open
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Allow Custom Fields to show up as a column choice on the Opportunities tab
Please give the option for custom fields to be used as columns on the main "opportunities" page. Our organization has created a custom field for "Forecasting amount", which is used as a placeholder for the amount that the fundraiser is planning on...Reviewed: Voting Open
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Automatically log email communication on the constituent record when generated via RENXT email address
It would be great to have email communication recorded on the constituent record in RENXT when you generate the email from the constituent's record.Reviewed: Voting Open