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View all note text in Action edit view
The note field box is relatively small when trying to add additional information. Scrolling through trying to find the area that needs to be edited can be frustrating when there is a lot of text in the note. Expanding this box would be very helpfu...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...11 Reviewed: Voting Open
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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...4 Reviewed: Voting Open
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Add the ability to create one action for multiple constituents in NXT
Many times I need to add the same action for multiple constituents (not a mass mailing or similar, but a meeting with multiple people or conversation with a few people, etc.) It is time consuming to do this individually in NXT but in most instance...78 Reviewed: Voting Open
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Add Completed Date field to Outlook Extension
Currently you can only update the original date of an action in the Outlook extension, but the completed date defaults to the date you save the action--even if you're recording the action much later than you completed it. You have to take the addi...1
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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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Bring the Action Save and New to web view
In Database View, when saving an action, users have the option to select “Save & New.” This functionality is greatly missed by our fundraisers in Web View.I understand that the underlying mechanics in Web View are different, which may make thi...0
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Copy Opportunity Record or Split Gift Option
It would be really helpful to either be able to make a copy of an opportunity on a constituents record or have the ability to assign split funds to one opportunity. In our past and current campaign, we found that we would have to enter multiple op...0
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Add Membership (summary or other) as column option for Portfolio view in Work Center.
When using the portfolio view in work center, it is helpful to have a snapshot of each way a donor engages with our organization. It would be beneficial to have Membership as a column option similar to "Constituent summary" to include Membership d...0
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Make Summary Note available to export in Work Center
We would love to see the Summary Note (in addition to Summary Info) as a column available to download from Portfolio - Work center.0