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add reminder to actions on WebView
i would like to be able to add reminder in actions and i would also like to be able to post to google calendar from the database view when i add an action0 Reviewed: Voting Open
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Add Filters to Untapped Candidates List in Prospect Insights
It would be extremely helpful to have filters in the Untapped Candidates list in Prospect Insights beyond spouse fundraiser assignment. We have a large database and when the PI rollout was done, we had over 3,000 constituents in the list to review...2 Reviewed: Voting Open
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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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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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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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In opportunity lists, add more column options. For instance, columns that show last gift or total giving NOT related to the opportunity,
No description provided0 Reviewed: Voting Open
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Add ability to filter Actions and Opportunities in Work Center by Prospect Classification field
The ability to filter actions and opportunities in the Work Center by the Prospect Classification field would allow fundraisers to view only those actions or opportunities for records in their portfolio that have a particular Prospect Classificati...0
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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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Create Opportunity Query type
There's no way to pull a list of opportunities in a query! You can only pull a constituent/individual/organization query with opportunities information. However, you can pull an Opportunity list in NXT, but you can't save it as a static query. Thi...1 Reviewed: Voting Open
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Mark Constituents as Qualified through Prospect Insights Tile
It would be very convenient to be able to mark a constituent as qualified or to dismiss them via the tile on their constituent record. Currently the only way to mark a candidate as qualified or not is by sifting through the Untapped Candidates lis...