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Automatically add NXT users as Fundraisers
When I add new NXT users who also need to have tasks assigned to them, currently I have to enter their details into a new constituent record. Either enable tasks to be assigned to users, or have an option to automatically add new users as constitu...Reviewed: Voting Open
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Allow for testing environment for JustGiving campaigns.
It would be nice to have a draft/development environment for JustGiving campaigns. In addition, copy features, fund selection, and/or priority area dropdown to select focus would be helpful.Reviewed: Voting Open
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In the Analyze Overview, add reporting on donors (by constituency) as well as gifts and revenue
We report on the number of alumni donors, not just the number of gifts or the revenue from alumni donors. It would be handy to have that number broken down in the analyze view vs. having to create a list of gifts, then remove duplicate constituents.Reviewed: Voting Open
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Customization Options for Overview Tab in Fundraising>Work
It would be really cool if you could add/remove tiles to the overview page under Fundraising>Work, such as Prospect Status. It would provide a personalized approach to your work with more at-a-glance data.Reviewed: Voting Open
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Add the sort/break format option in Financial Reports for the Constituent Giving History report.
Please add the sort/break format option for the Constituent Giving History report in Financial ReportsReviewed: Voting Open
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Ability to Remove NXT Ratings from the Database View
We would like the ability to remove the NXT ratings from the database view (without it re-syncing) once the option is turned off in NXT.Reviewed: Voting Open
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Move the Assign to Fundraiser option to the top of the Action Details tab when creating a new Action
Fundraisers tend to miss the "Assign To" option at the bottom of the tab when creating new Actions. Moving that up to the top of the screen would help them to ensure they are selecting an option when adding a new Action.Reviewed: Voting Open
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Actions in NXT
Is there a way that an action cannot be saved in NXT unless the solicitor add his or her name?Reviewed: Voting Open
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Opportunities - Organizations are not displaying in list
Please include organizations in the list output. Also, it would be needed to include a filtering option to choose an individual or organization as well.Reviewed: Voting Open
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Ability to copy actions to a query
It would be helpful if, in NXT, you could copy and action to a query of constituents.Reviewed: Voting Open