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Add a way to sell items
It would be great to have a way to sell items/merchandise and not just be limited to soliciting donations or having events.Reviewed: Voting Open
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Notify solicitors of completed action
Prospect/donor research requests are managed within RE NXT actions and marked as a pending action. 1. it would be useful to have a field for a deadline date to prioritize these requests and help the development officers sketch out donor plans sinc...Reviewed: Voting Open
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Pop up Solicit Code when adding action
This way, if we add an action for a Phone Call or a Mailing, the solicit code will pop right up and say "hey, this donor doesn't want that, probably shouldn't add it".Reviewed: Voting Open
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Add AskStat (Proposal Reasons) to NXT Opportunities
Migrating the AskStat (Proposal Reasons) field to NXT will allow fundraisers to track where they are within the cultivation and solicit phase (PStat - Proposal Status) of the opportunity. For example, it allows fundraisers to report on if a propos...Reviewed: Voting Open
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Action Lists Updates
This idea has a few requests to make action reporting better. Allow lists to be emailed to fundraisers just like the analysis reports When exporting to Excel, include the summary and notes section In the list view, allow us to see the summary an...Reviewed: Voting Open
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In AP, make the word DELETE in red. Presently it looks like an unpaid invoice.
No description providedReviewed: Voting Open
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Custom Fields on Initial Action Screen
We can now access Custom Fields on Actions, but they are only accessible once the action has been saved and re-opened. I have some employees who will start to enter Custom Fields on Actions, and it would be helpful if they were accessible from the...Reviewed: Voting Open
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Add back action summary to action tile in NXT webview.
So since the "change" of separating the Notes tile from the Actions tile, our actions on NXT are no longer showing a preview of either the summary line or the detail of the corresponding note. It just shows the kind and type, with the date, but no...Reviewed: Voting Open
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Ability to change the date order of Action Notes
We need top be able to see the most recent Action Notes at the top of the list of Action Notes within an action. We create multiple action notes within an action, related to the various attempts to complete the particular action. The Action summar...Reviewed: Voting Open
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Allow any employee with the Gmail add-on to upload emails to copied donor records (even if they aren't the original sender)
As I play around with the Gmail add-on for RE NXT, I notice that as an email recipient, I can't add an email chain to the record of a donor copied on that chain - only the sender can add an email to a donor record. It seems like any employee of my...Reviewed: Voting Open