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The ability for one user to add an action to other user's outlook calendar.
It is useful when multiple employees are working with a donor to avoid the need to duplicate work in NXT to ensure the action ends up on both calendars.Reviewed: Voting Open
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Add a checkbox to actions for flagging meaningful connections
Since meaningful interactions can occur via various methods (not just in person visits) it would be helpful for fundraisers to easily flag actions that meet this criteria. We have used different action types in the past but it would be easier (for...Reviewed: Voting Open
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Allow for Team Captain solicitors in database view to see their team in NXT
We have some volunteer solicitors who have their own portfolios, but who work with a major gift officer who oversees their team. This would give the team leaders the ability to look at the individual members of their team as well as their own port...Reviewed: Voting Open
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Adding things simultaneously in Opportunities
I would like for users to have the ability to add a Category (previously known as a proposal attribute) from the Custom Fields menu when they create a new Opportunity, not after the fact. (We ask our development officers to add a benefiting unit a...Reviewed: Voting Open
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Workflow that emails those with an attribute added on a certain date/time frame
I would use this to email a welcome message to anyone who joins our Foundation as a member. We get about 100-200 new members a year during a weeklong appeal and it is annoying to have to email them one by one. I would prefer if there was a way to ...Reviewed: Voting Open
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Add fields for grant number, grant begins (date) and grant ends (date) and make these available in NXT list view
We manage a lot of grants and want to report on them regularly. We love that RE NXT has made it much easier to get data out of Raiser's Edge but we cannot include all the fields we need for our grant report. Currently, the only way to track a gran...Reviewed: Voting Open
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1. A report of the attachements on the webview. 2. Add donors with specific gifts from a saved list to an even, no one by one. 3. Be able to change or swift gift from an individual to an organization
No description providedReviewed: Voting Open
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In Opportunities Lists please allow for name and purpose to be separate columns so that the lists can be sorted by either of these fields.
No description providedReviewed: Voting Open
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Action Location to be available as a free text field not just a drop down table
want to be able to enter postcodes of where visiting so table would get overrun and not useful values to store, or report uponReviewed: Voting Open
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In the action area, it would be great if Save and Cancel weren’t right beside each other.
In the action area, it would be great if Save and Cancel weren’t right beside each other. I have hit cancel a few times when I meant to hit save.Reviewed: Voting Open