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Ability to "mention" a coworker in Notes section of Actions
Would like to be able to @ a coworker in the Action Notes section and have them be able to see that (somehow) on their Work Center, without adding them as a full Action AssigneeReviewed: Voting Open
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View all Actions on an Opportunity
In the same way you can click "Actions" next to the number of Actions on the tile on the Constituent's record and see the entire list of Actions, it would be helpful if one could do this for Opportunity Actions on the Opportunity record. One can't...Reviewed: Voting Open
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Allow edits to filters on work center overview dashboards
This will allow fundraisers to look at the overview layout, check out a dashboard like actions and see if they have any upcoming actions to work on this month. Currently you can only see upcoming if they are within a week.Reviewed: Voting Open
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Add options to create lists for Thumbs up or down buttons
It would be awesome to be able to add a list or have some way to track when we add actions or look that the effectiveness of a particular mailing etc.Reviewed: Voting Open
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allow for multiple selections in filter for notes and actions tile
It would be helpful for fundraisers to view only the actions specific to fundraiser activity in the notes and actions tile. This could be accomplished by allowing the user to select more than one "type" from the drop down filter menu.Reviewed: Voting Open
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Included current Benchmark Data in Analyze Dashboards
As Analyze feature of NXT provides Retention and Acqusiiton rates for the organization, it would be so awesome to have included in that same dashboard what the current Benchmark Data for that same KPI is for our sector (eg.. Human Services) is. A...Reviewed: Voting Open
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When creating a batch, select your date for entering items and it remains that date for the whole batch.
Having to change the date for each entry is redundant. You should be able to set the date and it stays the same for all entries.Reviewed: Voting Open
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Add the field Classification to the Work Center Portfolio View in RE NXT
We use this field to further breakdown our portfolios into manageable groups and would like to view it on the work center in the portfolio view.Reviewed: Voting Open
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Automatically update the link gift in opportunities when you enter a donation
When I enter a donation I would like for the link gift in Opportunities to update automatically.Reviewed: Voting Open
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Add portfolio to an insight
It would be great to show a full portfolio in an insight so my GO can see current activity for each constituentReviewed: Voting Open