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Add Workflow Based on Opportunity List
Currently we can only add workflows dynamically to a constituent list. It would be helpful to be able to add workflows to an opportunity list, in order to get that expanded filtering ability.0 Reviewed: Voting Open
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Implement Action Track functionality in web view as it is in database view.
It would be helpful to have the 'schedule follow-up action' auto-prompt popup generate in web view once an action is saved/marked complete. This function is active in database view only.0 Reviewed: Voting Open
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Streamline Organization and relationship actions
This is a problem dealing with logging interactions between multiple people within an organization. We work with many different people within an organization like a foundation. We might have simultaneous conversations with the Executive Director...2 Reviewed: Voting Open
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Work Center: Which Donor is at what stage in my Workflow?
Have the ability to create a dynamic list from your workflow reporting OR, even better, an "insight on your dashboard" which would contain the names of constituents, along with what stage of the work flow they are at (step 5/11) or "require step 6...0 Reviewed: Voting Open
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Update the top menu "Home" to open fundraiser work center
I have had a lot of my fundraisers complain that the "Home" tab should open to the work center instead of the "what's new" page. Is there anyway to change this or switch "Raisers Edge NXT" to open the "what's new" and the "Home" to the work center?0 Reviewed: Voting Open
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Workflow designer creating multiple actions for same constituent
Workflow designer currently limits the number of times it will be triggered for a particular constituent. Workflow designer could be used as a way to automate the creation of actions for fundraisers to thank constituents when they give. However, w...0 Reviewed: Voting Open
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Make "Edit Action" box parallel to "Add Action."
Unlike the Add Action box, the Edit Action box, when accessed from Action Lists, does not include Custom Fields or Attachments. In our implementation of NXT, Custom Fields often need to be edited.0 Reviewed: Voting Open
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Adding the ability to import the subject field (for Emails) and document field (for Mailing) in the actions tab when creating an import.
It is beneficial because we would be able to provide more details regarding the action (i.e. recording the subject line of the email that was sent out or the document that was mailed). Currently, when I am doing constituent action imports, I am fo...1 Reviewed: Voting Open
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Want filters for Overview modules on Work Center
Want the ability to customize the results reflected for gifts, proposals, actions, and goals on the overview page. All are reflecting old data in their totals. I just want current year. Showing everything is not useful for fundraisers trying to ma...3 Reviewed: Voting Open
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Add Appeal to the Details section of an Opportunity
When using Opportunities in RENXT, it would be great to have Appeal as an option to include under the details section along with Campaigns and Funds0 Reviewed: Voting Open