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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...Reviewed: Voting Open
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Gift Chart Calculator
Many fundraisers need to develop a gift chart to see how many donors and prospects they will need at different giving levels in order to achieve an overall fundraising goal. This is especially important when working on a campaign and I have a set ...Reviewed: Voting Open
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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...Reviewed: Voting Open
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Copy Action to Constituent List
No description providedReviewed: Voting Open
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Power Automate Connector - Provide Complete Constituent Record in "Get A Constituent" Action
The Power Automate connector provides an action "Get A Constituent," however key constituent information is missing from the output of this action, most notably for anyone trying to generate acknowledgements through Power Automate are the Addresse...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.Reviewed: Voting Open
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Prompt to create follow up action
I would like to see the user option - prompt for follow up action - from database view to be active in NXTReviewed: Voting Open
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Expense management rate in NXT needs to go out to more decimals w/o having to adjust your entire system
I need to be able to add a mileage rate of $0585 in expense management. Having to adjust my entire g/l system to 3 decimals to do this is unacceptable.Reviewed: Voting Open
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Ability to Filter Opportunity List by Appeal Codes
It would really helpful if we could filter opportunities by the appeal codes. Appeal codes (for us) determines the yeah a gift is allocated to. If a next year gift is received this year, and linked to an opportunity for the next year, we should be...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.Reviewed: Voting Open