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Analyze: Overview - Criteria and Filters
In Analyze, I would like to see all areas in Overview updated based on the criteria selected, such as Fund Category (which I would like to see added). Currently, Donor lifecycle and a few others are looking at everything in the system even when I ...0
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Add a Folder filter option to "Delete Multiple" query, export, or batch functions in database view
Currently, the Delete Multiple dialog box has limited filtering options, making the Select All checkbox not very helpful. But if you have an entire folder of things to delete and could filter by the folder, it would be much faster using the Select...1
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IRA Rollover as Payment Method
Right now, there's not a great way to track IRA Rollover giving in RE/NXT. Given that it's a payment method (and one that is becoming very popular, at that), it would be great to add that to the Pay Method dropdown.0
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Individual Display Name setting should appear consistently throughout NXT
Currently it shows on the actual record and in search but it is most useful in lists or on needs attention cards where you may not know which John Smith you are seeing.0
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Attach credit memo copy to credit memo.
We have to "save" the credit memo to either the applied invoice or the vendor record. If no open invoice is available - then we have to wait for an invoice - and if we save it with the Vendor record - we could have multiple documents over time.1
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Add Filter for Assigned Fundraiser campaign/fund/appeal in Work Center
Our fundraisers work with prospects/donors for specific campaigns and funds and it would be great to be able to filter in work center based on those campaigns and funds (so they can filter and see only those assigned for annual fund, or gala prosp...0
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Send emails to individual relationship records of organizations.
For event invites it would be great to be able to send email invitations to contacts/individual relationship records for an organization.0
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Ability to count and delete multiple exports like can do with Queries
Whereas one can get a list and count of the total queries in RE, one cannot do same in Export. ONe has to go into each folder and execute a process. In the interests of managing exports, as well as queries, it would be good to have a a parallel fu...0
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When entering an action can you update the 'past' vs 'future' depending on date entered?
We are new to RE NXT and many of our fundraisers are forgetting to update the 'past' or 'future' buttons when adding an action. If it updated based upon the date entered for the action this would correct a lot of the problem. Right now it always d...0
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Please add an option to see a "opportunities"
Please add an option to see a "opportunities" in NXT Workcenter>Constitutes. It would be nice to see who does and doesn't have opportunities. I know I can go to the "opportunities tab" to see all the ones that are assigned but I want to know wh...0