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Search by contact relationships in NXT
My fundraiser's would love to be able to search by contacts in NXT, if the contact does not have an individual record. Right now they have to switch over to the database view in order to do this. Would be much simpler/cleaner to just add to NXT1
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Allow option to combine Notes and Actions into one tile in RE NXT
The "Notes and Actions" tile worked really well for our organization, and I would love the option to go back to that in RE NXT!0
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Allow users to delete Opportunity records from RE NXT.
We have staff who only work in RE NXT and it is tedious to have to delete opportunities that were added in error, etc. -
Default Constituency Code
When a new individual is created, it should allow a default constituency code so that doesn't have to be entered every time for most.0
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Add System Record ID
With the new ReceipterPro tool, we are required to input a system record ID into the software. Currently that is not an available Field to Export in the previous Mail tab, or in NXT lists. It would be really useful if it could be added to ease the...0
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Open multiple constituents at once
It would be helpful to toggle between multiple constituents. I sometimes work with a small group of people, not in a list, and would like to toggle between their records for information. This functionality exists in the db view. If it's in NXT I c...0
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Fundraising permission. Selection for view Insights.
Viewing Insights is automatic. I want to allow view Dashboards, but not Insights. Add a button under Analysis role, Fundraising tasks, view insights and dashboards, view Insights.0
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Add custom/preconfigured filter to the Insights page of Report Builder
If you have a lot of custom insights, it's hard to find the preconfigured insights in your system. Would be helpful to include the custom vs preconfigured as one of the ways to filter the overall list. Possible expansion into dashboard builder as ...0
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Create customizable validation / commitment reports for webview batches
Currently, batches that are approved in the webview appear in the database view, which is where a validation report for the webview batch can be created. However, the fields that automatically appear in this view of the batch do not include all of...1
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indicate TEST on email previews in NXT webview and RE7 database view
When drafting an email, I often send "test" emails to my colleagues for editing. It should indicate somewhere in the email that this is a TEST and not the actual email.0