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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.1 Reviewed: Voting Open
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Create a workflow based on giving
We would like to create an email workflow for our current campaign. 1) send workflow email with campaign information with a DONATE NOW button 2) add a condition that if constituent HAS NOT given, send another email 2 weeks later. 3) repeat step 2.0 Reviewed: Voting Open
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Make adding email & phone information in Events easier
It is very cumbersome to add contact information to Event Attendees during the check in process. Needs to be added to the elipsis choices. Currently, you have to click on the participant's name, click on their name again and then go to the contact...0 Reviewed: Voting Open
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Add columns for Current Fiscal Year AND prior fiscal years
In NXT under "Lists," there should be a column for "Current Fiscal Year" to see a donor's giving that year. Moreover, there should be column options to see the giving for prior fiscal years for a certain time frame and/or from their first donation...0 Reviewed: Voting Open
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Enable the view of gift date, and gift date edit option on RE NXT.
After the gift is entered and saved on the RE NXT, at the moment, there is no option to edit the gift date from the RE NXT. Please enable this option. Thank you!1 Reviewed: Voting Open
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'Gift Security by Fund' Limit or Include Funds by Query
'Gift Security by Fund' works well but I would like to be able to limit funds by a Query. We add new funds every week and certain groups are not allowed to see any of those funds. I have to manually change multiple security groups every week since...0 Reviewed: Voting Open
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LYBUNT in NXT is not accurate
Originally the description said it is comparing fiscal years, which was not how it was pulling the information. During a chat with support several months ago they told me that was a glitch in the system they would have to fix. Now I see it has bee...0 Reviewed: Voting Open
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Ability to create automatic follow-up on actions
Currently there is no way to create follow-up to actions. Currently, the action needs to stay open and push the date back until the action is finished, or a second actions needs to be manually created to follow-up on the first action1 Reviewed: Voting Open
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Enable notifications anytime an action is changed on a constituent record.
This would be beneficial to management to have an immediate sense of progress/what further follow-up may be needed vs. needing to pull a list/review each fundraiser's assigned actions to see updates.1 Reviewed: Voting Open
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Search relationships on constituent record and order alphabetically
Some of our constituents have several pages of relationships, all of the same relationship type. Capacity to order the relationships alphabetically and to search relationships within the constituent record would make it a lot easier to find out wh...3 Reviewed: Voting Open