-
Freeze Name Pane on Constituent Home Page
Is it possible to freeze the name area/pane at the top of a constituent record in NXT? I am on this page a lot and have to scroll to the bottom or other areas and I get interrupted a lot in my work and then when I come back constantly having to sc...2
-
Transfer action notes that include graphics and notes
Our fundraising team globally adds actions that include notes with embedded graphics and/or links. While these actions don't show the full narrative prohibits our team from grabbing key information when using NXT on a tablet or phone.3
-
More detailed exports from NXT
It would be nice to be able to export a more detailed report from NXT for mail merges. Being able to add salutations to that export would be useful. Especially since a lot of online gifts come in and doing a mass export of gifts without have to ru...0
-
Assign Action to multiple records
Ability to assign an action to multiple records. For example, it would be beneficial to be able to add an action to a subsidiary corporation that would automatically roll up and be view-able on the parent corporation record without having to manua...2
-
Include appeals and default campaigns/funds for event registrations
We use appeals for each registration unit/price and set defaults for the campaign and fund. The appeal field is currently not included when adding a payment in NXT (even though it's a required field for us in the database view). Yikes.6 Reviewed: Voting Open
-
Start a workflow with an action or opportunity list
We use actions in NXT to keep grant contract routing visible and timely. It would be nice to start with an action (eg contract routed to finance), then shoot an email to accounting to let them know the ball is in their court. Then, when they appro...0
-
Have option to show a constituent's relationship (by relationship type) in lists
It would be very useful to be able to include relationship information in lists (so, for example, if it were a list of organisation records we could show the main contact of each organisation).1
-
Online Giving Forms Responses need to be able to be exported straight from the module
I've created donation forms to gather information in Online Giving versus NetCommunity because of the functionality of the form. However, I never woud have used Online Giving had I known that the custom online responses would essentially just disa...0
-
Work Center Security Portfolio ability to restrict fundraiser from seeing other fundraiser
We want permission settings to prevent other fundraisers from seeing other fundraisers' portfolios in the Work Center. They can only see their own.0
-
Be able to restrict access to adding RE NXT Summary notes on header of NXT records
There is an option to restrict ability to edit a note once it is on a record, but not any option to restrict who can add these notes in the header of a constituent record.0