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Make custom fields (attributes) available in Insight Designer.
What's the point of having custom fields for your donor records if you can't quantify the data? Example: I created a custom field for an action that tracks a specific circumstance that can apply to different action types. It would be helpful to be...1 Reviewed: Voting Open
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Add "Delete Action" as one of the options in the "more" menu when viewing Action Lists in the Work Center
It would be helpful to add the Delete action option to the more (3 dot) menu when viewing an Action List in the Work Center. We have actions that are automatically created based on a workflow, and frequently these can be deleted or are not applica...0 Reviewed: Voting Open
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Add Prospect Status reports to Workcentre
I implemented a workaround for moves management within RE7. We used Action Type and Action Status to record pipeline moves. Having action dates on these meant we could report on: number of moves per month, how many prospects in a fundraiser's port...15 Reviewed: Voting Open
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Offer secondary sort options on columns
While working in the work center, I noticed that 1st-latest-last all sort by date. It would be nice to have the option to sort by date or amount especially in the greatest column.7 Reviewed: Voting Open
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Option to consider pledges & soft credits as giving for Prospect Insights
Prospect Insights needs to have complete information in Giving behavior section! Or have filter options available for the giving to include/exclude in set up. I have a major donor showing up in Undergiving Prospects with an active $4M pledge dated...0 Reviewed: Voting Open
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Action Note Type
The Action Note Type needs to be available in NXT in Constituent Record, Lists, Portfolio and Opportunities. Again just add all the fields when you bring something over.0
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We'd like the ability to trigger a workflow based on more things
Some examples: When a constituent is created - Prompt a team leader to assign a fundraiser When a constituent is marked as deceased - Prompt their fundraiser to update their contact details3 Reviewed: Voting Open
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Opportunity List - filter by Address, Address Mapping, Address Radius
The ability to filter by Address, Address Mapping, Address Radius like Constituent Lists1
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LInk gifts to opportunities using web view
Currently, you can only do this using database view1 Reviewed: Voting Open
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Log email communication in the constituent record Action record when generating email from RENXT
It is still necessary to go back and edit the Action record to add the email Subject line and content of email. This should be a feature for anyone using RE/NXT.0 Reviewed: Voting Open