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NXT Email Unsubscribes - add note or date
When someone unsubscribes from an NXT email we need to be able to see a history of when they unsubscribed and in response to what.0
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Open full constituent record from Query in RE NXT
When viewing results in Query in NXT it would be helpful to be able to open up the full constituent record in a new tab like you can in DB view instead of just the pop-up that you can't expand.0
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Virtual meeting action category
Add a Zoom/Skype or some kind of virtual meeting action type, as these will become more commonplace in the future, other than the current choices of face-face meeting, phone call, email, mail.25 Reviewed: Voting Open
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Add custom field filters for Insight Designer
For Insight Builder to be a valuable tool across our organization, we need to be abe to filter both actions and constituents by custom fields.26 Reviewed: Voting Open
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Being able to delete gifts added through NXT
I have noticed when adding gifts through an NXT batch if there is a mistake we can no longer delete the gift but have to 0 down. This needs to be made an option as we have some people with the same names5
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Add ability to see who approved an invoice in Fenxt
It would be helpful if we could view who "Approved" an invoice in Fenxt because this is typically criteria our Auditors look for when reviewing our financials. Currently the "Approve" feature for invoices is useless to us because there is no way t...1
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Provide option to include or exclude soft credits in donor retention dashboard
Every organization uses soft credits in a different way. In response to this, RE 7 has allowed full flexibility in all queries, exports and reports for determining when soft credits are included or excluded. We should have this option as well in N...34 Reviewed: Voting Open
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Ability to choose which email addresses on a file should receive correspondence.
Right now, it seems to only email the primary email address on the constituent file. We have donors that want both themselves and their spouse to receive the emails at different addresses. Please provide the ability to choose which emails should b...0
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Make all Work Constituent Tags Editable or make in active
We are working with over 3000 constituents over 8 staff. We do not need "NO MEETING" added every night to all 3000!!! We are unable as an organisation to meet everyone and this just cloggs up the work overview!!!!!!!! We could also do with it not ... -
More fields for email marketing
Unfortunately the newly released email marketing is useless to us because of lack of fields. Not only are addressee/salutations missing - see idea "Name merge field for marketing emails" but I would also like Constituent ID, all recent gifts so we...33 Reviewed: Voting Open