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User ID in Notes
In RE, you can hit F5 and the user's name and time/date of note is automatically entered. It would be handy if this info was automatically generated when starting a new note in NXT as not everyone remembers to insert their name and it is helpful t...0
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Ability to cc yourself on a workflow email.
We are switching to electronic tax receipts and as the records keeper, I would like to know when the donor receives the email and be able to have a copy of the email for our files. Often donors will reach out and ask us to send a receipt again if ...0
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For relationships on Organization Show a person's position even if they don't have their own constituent record
Currently, if a person does not have their own constituent record, you cannot view their position at a company in NXT. You are then forced to either add them as a constituent (counting against your total number of records) or looking them up in th...0
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Analyse tab - Opportunities. 2 additions/changes
It would be idea if we could add in up to 2 user-defined fields to this tab. With the addition of canvasser name to the opportunities overview and the table, this analyse section would be much more useful. Also on the analyse tab, the dates sel...1
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Donor Retention Tool
We just migrated to RE:NXT and unfortunately my favorite RE Dashboard is not available in NXT. The dashboards available are really great for counting money and results for campaigns, however fundraising is more than counting dollars and gifts. The...0
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Adjustable line height in marketing emails.
Line height is not adjustable in marketing emails and is way too small for legibility. Standard line height for reading online should be close to twice the amount currently set in stone.1
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Change primary Email as separate column in Lists, to allow sorting or excluding by 'blank'
As primary emails become increasingly important, we find we spend much time reviewing who has one, or creating lists of those who need alternative forms of communication (mail). We really prefer not to flip over to dataview to achieve this (assumi...1
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Give a check box option to make an action note also become an account note.
There are times when the information I get on a phone call is something I'd like to have as a lingering account note. Yes, I want to document the call, but I'd also like to be able to see that note in the Notes section later.0
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Pop up Solicit Code when adding action
This way, if we add an action for a Phone Call or a Mailing, the solicit code will pop right up and say "hey, this donor doesn't want that, probably shouldn't add it".0
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Would like the ability to combine NXT lists to make customized email lists as in OLX
In NXT, we're currently unable to send the same email to multiple lists of constituents without sending the same email individually to different lists. For example, I send a newsletter to all alumni, but want it to go to specific staff members as ...1