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Copy actions anywhere to anywhere like from opportunity to another opportunity or from opportunity to the same constituent record.
There is a cool option to copy Actions from one record to another, however you cannot copy an Action from an Opportunity to the record the Opportunity is in or from one Opportunity to another Opportunity in case it got added to the wrong.0 Reviewed: Voting Open
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Enable Conditional Action Types based on Category Selected.
We've been using RE for a long time and have accumulated a long list of Action Types. So many, that users will often select the wrong Type under a Category. For instance, Category - Meeting and Type - Phone Call. Please provide a way to branch Typ...1 Reviewed: Voting Open
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Link Attachments and Gift Acknowledgments
In web view, when saving an attachment, have an option to link it as a gift acknowledgment.0 Reviewed: Voting Open
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Filter Action List by Location
Please allow the use of the Location field when filtering a list of Actions. Users can select a Location when entering Actions in NXT. However, the Location field is not available as a filter when creating Action Lists. Additionally, the Location ...1 Reviewed: Voting Open
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Have security so volunteers can manage and/or monitor a single event.
Right now it is all or nothing within any security permission. I want to be able to limit what a user can see to just their own organization/program/event. For example: A volunteer at Program X is in charge of Event X-1. I only want the volunteer ...0 Reviewed: Voting Open
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Description in Webview Forms does not allow for line spacing
Currently, the description in webview forms is a narrow column and should be expanded to cover the width of the form. It should also allow for line breaks and HTML coding, i.e., <br>. Online Express is more flexible.0 Reviewed: Voting Open
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DON'T show inactive fields in RE NXT reporting.
When using the reporting features in RE NXT, is overwhelming and completely unnecessary for every single campaign, or appeal, or fund, etc. to show up as a choice in the drop down menus.0 Reviewed: Voting Open
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View Additional Fields for Events
Some of the information from database view does not transfer over, but it would be helpful to view total guests for a constituent and status.1 Reviewed: Need Further Info
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Linking Photos Currently Uploaded to a Constituent Record in ResearchPoint with Their Record in NXT
I've uploaded a ton of photos to constituents' records in ResearchPoint over the years. Many of these RP records are linked to RaisersEdge. Now that NXT offers the capability to include a photo of a constituent on the NXT record, will there be an ...0 Reviewed: Voting Open
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Creation of automated reports with email capability like Queue allows
I am tasked with sending a daily gift report to the fundraisers in my office and would like to have the ability to set it and forget it. With queue I had previously been able to automate this process and since we are now in NXT I would like the sa...1 Reviewed: Voting Open