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Add Upcoming Pledge Payment List
Add an Upcoming Pledge Payment Due statistic and list in Work Center next to the Overdue Pledges statistic. Fundraisers can proactively remind donors about upcoming payments in a personalized and timely manner. Pledges due next month is a one exam...0
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Add ability to pull Prospect Insights Data as Lists and Queries
Please add the ability to "pull" Prospect Insights data ("Undergiving"; "Excellent" and/or "Low Likelihood" Major Giving Likelihood, "Opportunities, etc) as lists and queries instead of having to view them one by one in their individual records. A...7 Reviewed: Voting Open
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Customize "Needs Attention" Tags in RE: NXT
Would like to be able to customize tags with RE: NXT; some built-in tags are not useful the way some organizations do business (e.g., including soft credit or differing time frames when determining lapsing/lapsed/lost donors, etc.). It would also ...18 Reviewed: Voting Open
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RE NXT: Action marked completed notification box
When in the Action List of NXT, the actions can be edited or completed from the ... menu to the left of the constituents name. I often use this to mark actions as complete. However there is a notification box that appears each time an action is ma...1
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Enable Editing for “Gifts to Other Organizations” known as “Contributions” in RE NXT Webview
In RE NXT Webview, the “Gifts to Other Organizations” field currently appears under Contributions but is view-only. Full access to this data remains limited to RE Database View, which restricts usability for teams transitioning to Webview. To supp...1 Reviewed: Voting Open
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Make all actions show on record dashboard in Webview
On some records, there are only 3 or 4 screens worth of previews available in webview, but then when you click on the link for total number of actions (e.g. 176 actions), all are viewable. Can the preview expand to include all records for all time...4 Reviewed: Voting Open
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Change Action Categories
The category Advocacy was added to our actions - we don't want it or use it -we should be allowed to get rid of categories or change their names.0
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Add action reminders to webview and then be able to see these on the dashboard as we currently can on database view.
No description provided1
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Allow Opportunity Fields to be made Required on WV
Several fields in Opportunity/Proposal are essential to our reporting, helping us forecast and report on how much money was asked vs expected in each of our portfolios. Being unable to make these fields required has caused large information gaps s...0
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Prospect Insights - Add a filter for Primary Constituent Code
Our Organization is made of 15 schools all sharing one instance of RE. We have data security at the primary constituent code level. As it is right now the prospect insights is showing all data for all schools. Having filters would make this tool u...4 Planned