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Customize Work Center
In the boxes of constituents in the Work Center, it would be great to be able to customize what information goes there. Currently under the constituent name is their address. It would be great if we could delete address and add things instead such...0 Reviewed: Voting Open
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Rename "Proposals" to "Fundraising Opportunities"
"Proposals" in fundraising are written solicitations asking for a gift. That's not the intent of this function in RE, which can be used long before any proposal is written and often no proposal is ever written. It just confuses fundraisers who thi...5 Reviewed: 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 upon1 Reviewed: Voting Open
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Be able to default the view of the home page of users
Though the "what's new" is nice on the homepage, being able to create messages to appear to users when they open NXT would be nice. Make it customizable.0 Reviewed: Voting Open
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Donors by Lifecycle: Make sure it is looking at gift date; not the date the record was added
BUG: Set filter to last 7 days and "acquired" donors showed a donor that gave a gift over 6 months ago (clearly not in the 7 day window). Upon further investigation, a new record was added to the system with the 7 day window and there was a duplic...0 Reviewed: Voting Open
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Possible Bug with Opportunities in NXT - Unable to see attached media
We are unable to see media linked to a proposal when looking at an opportunity in NXT. The Media is on the constituent's full record in NXT. It is also available in RE Database view from the Proposal.0 Reviewed: Voting Open
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Allow for filtering on Proposals in workstation overview
I would like to be able to see those bars based on current fiscal year activities not everything!0 Reviewed: Voting Open
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Export Action Summary column in RE NXT when making an Action List - see Article 115350
No description provided2 Reviewed: Voting Open
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Allow follow up actions in NxT to match the function in data base view
RE 7 permits me to 'add a follow-up' action when I select 'action completed on ___'. Please add this function to NxT. It is a timesaving tool for actions, and the database view is the only way to create a follow up action seamlessly. This seems to...0 Reviewed: Voting Open
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Phone Type when creating Action
Currently when putting in an action in NXT for a phone call you can select the phone number to call however it does not list phone type, i.e. mobile, home. It would be helpful to be able to know which number is which.0 Reviewed: Voting Open