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Gift Aid on new NXT Forms
Is there any way that we can have boxes on the Gift Aid Section of the NXT Forms that covers - no to this gift but my current declaration for other giving stands0 Reviewed: Voting Open
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Display Unassigned Opportunities in Work Center List
Right now, if an opportunity is unassigned, you cannot see it in your work center list. Even if you use the drop-down menu and select "All Fundraisers". Occasionally opportunities get entered and an assignment is not made or it hasn't been assig...1
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Add a constituent preview in gift batch
There needs to be a preview of the constituent in gift batch. That is used to check/update their contact information, primary business, constituent codes, etc. with the gift back up.0
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Workflows Summarised in Email to Fundraiser
For Opportunities especially, it would be useful to have workflows summarised in an email that would be automatically sent out to the assigned fundraiser triggered weekly or as they are added, so that fundraisers who don't use NXT as often have a ...0
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Organization Contacts column in Action Lists
It will be helpful to see the specific contact you had communication with at an organization in the action lists in NXT. This way we can quickly see the communication history and make appropriate decisions about next steps.2
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Primary address moves to top of list in RE NXT, but doesn't move and by default is added to the bottom of the list in database view. Also, we can't move addresses up and down the list manually in RE NXT
This issue may be specific to how my institution uses our database, however, I feel it is also an issue of inconsistency and could benefit other institutions as well. Since the database view has always had those up and down arrows on the addresses...2
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Search and Edit Uncompleted Actions in Outlook Plugin
It would be nice to open unfinished actions in the Outlook plugin. I often assign actions for the future or for other teammates. Then once they complete the action and add from outlook, there is a duplicate. It would be great to see all unfinished...1
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Delete Appeal Listing in a Constituent Account
We can delete appeals in database view and need to be able to in NXT. I globally add appeals to records by the hundreds/thousands. Sometimes a letter is manually pulled by a gift officer and I need to delete the appeal code from the constituent re...0
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Include Action Priority in Outlook Plug-In
We use action priority and it creates extra work for fundraisers to use the Outlook plug-in then open NXT and add the high priority flag0
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Save As Appeals
This is more for database view.... A lot of our appeals reoccur monthly. It would be amazing if we can essentially duplicate appeals and just change dates and IDs. Simple but oh so useful!0