-
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
-
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
-
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
-
NXT plugin for Gmail: Allow to leave actions open without marking them as completed
At this time users that use the plugin can only import COMPLETED actions into NXT. It would be helpful if we could also import emails that are open and not automatically marked as completed.I know that you can choose the status of the actions as "...0 Reviewed: Voting Open
-
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
-
we are unable to get the actions on appeals out of the API.
Actions are put on appeals in the database view, but we are unable to access them through the API0 Reviewed: Voting Open
-
Please add Contact field back to Actions and Proposals
Our gift processor looks at actions and proposals to verify who the solicitor is working with when sending correspondence.5 Reviewed: Voting Open
-
Joint Asks - Linked Opportunities
It would be great if we could record joint asks - where the opportunity for a joint ask could be linked on both records, but not necessarily double count in reporting. This would be for a couple, or when there is an individual who should be connec...0 Reviewed: Voting Open
-
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
-
Add Ask Amt to Analyze Opportunities Criteria and Results Grid
I often need to see a list of Opportunities by Ask Amount (or Ask Amouts within a range). Sure would make working with Opportunities in Analyze better if that field were available both in the criteria and the results grid. In fact, if it were in t...0 Reviewed: Voting Open