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In Work Center under the Portfolio Tab Display Opportunity Status
We would like to see the option to include Opportunity Status instead of Prospect Status within the Portfolio tab of the Work Center. We utilize Opporunities to track the donor cycle and would like to give the fundraisers the option to view all in...2 Reviewed: Voting Open
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Allow filtering on Goals in Work Center
Currently I have no control over what goals are showing. Officers usually have 7-8 campaign goals each fiscal year. It currently only show 5 and not necessarily the current fiscal year goals are showing!4 Reviewed: Voting Open
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RENXT Outlook Plug-in for Shared Inboxes
Would it be possible to make the functionality available for shared inboxes e.g. a support inbox?1 Reviewed: Voting Open
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Email notifications to assigned fundraisers when an NXT user adds an action to a constituent record
It is useful to keep internal staff automatically included and aware of cultivation and stewardship conversations.3 Reviewed: Voting Open
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Please make a workflow based on dates so automate birthday cards
Allow workflow to be set u by a date so can automatically send emails on holidays ect0 Reviewed: Voting Open
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Opportunity Action Notes Should Be Exportable -- Add them to the columns.
EVERYONE wants an export of what their next step is -- but not everyone has access to NXT! The Dean just isn't going to go there and look up what to do! We have to be able to export this data and give them lists to do! She also needs to know what ...2 Reviewed: Voting Open
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Clarifying "Assign to Me" in New Action entry
NXT users can be easily tripped up by the way "me" is listed after "Assign to:" on the new action entry form. Seeing "me" already there, it is logical to assume that their name will be assigned to the action. But they need to click on "me" for the...4 Reviewed: Voting Open
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Add reason field to prospects - gifts to other in web view
Fundraisers only work in Web View so without being able to see all the gift to other fields the information is not accessible where it needs to be.0 Reviewed: Voting Open
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Receive a daily email with the actions due that day
Hello! I am new at my job and am not yet in the habit of checking my actions. Some of my tasks are standardized, but a few are unique and timed sporadically. It would be great to get an email each morning with the actions due that day.0 Reviewed: Voting Open
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Send email notifications or text message for action reminders.
Not what was implemented here https://renxt.ideas.aha.io/ideas/RENXT-I-55. Specifically to add email notifications or text messages so that solicitors or relationship managers can be reminded of upcoming datelines for stewardship and meetings. The...1 Reviewed: Voting Open