-
NXT Opportunity Spilt Gift
It would be helpful to be able to add multiple funds to an opportunity record. We occasionally apply for grants that are spilt gifts between multiple funds. We don't want to input multiple opportunities to track a single grant, but it affects our ...1 Reviewed: Voting Open
-
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
-
Recurring Actions
Great idea-I also was wondering if we could have an option for a recurring action. Many times we have organizations/foundations or individuals who are contacted the same time every year for the same purpose. It would be nice to be able to make an ...5 Reviewed: Voting Open
-
enable one off letters using templates in Action and Gift
This is relevant for Action and Gift Acknowledgment letters where merge fields in letter templates save time. Using a template for standard communications is also more efficient and means everyone can share the same template. Adding the letter as ...0 Reviewed: Voting Open
-
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
-
Allow a customisable table for Opportunity Status (like in Prospect status)
The table for 'Opportunity Status' seems to be hardcoded into Raiser's Edge NXT but the 'Prospect Status' is customisable. Can you make the 'Opportunity Status' customisable too please so that those of us who don't use the Prospect area can still ...0 Reviewed: Voting Open
-
Enable a customizable Home page by user with links to Favorite items
This is a request from a director of development I have worked with, not an idea I came up with: With more and more being added to the NXT web view, enable functionality such as exists in the db view with the Home page so a user can see or at leas...2 Reviewed: Voting Open
-
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
-
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
-
Add option to "share" an action to another constituent
Just like we have an option to apply a soft credit to a gift that "copies" to another constituent, it would be helpful if actions/notes could have the option to be shared to the spouse's record. Sometimes we email, mail or call both members of a c...3 Reviewed: Voting Open