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Ability to set custome timeframes for when automated emails send in workflows.
For example, if a workflow series is triggered, can we choose to have it only only send the emails M-F, 10-3pm (or another custom timeframe?)0
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Include specific notepads on lists
Our fundraisers use a notepad to summarise their current planning with a prospect. It would be useful to include this on NXT lists.0
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Integration of Omatic with Raiser's Edge NXT
We utilize Omatic in conjunction with Raiser's Edge. It would be very helpful to choose a list out of Omatic's List Management as an option in NXT when using email in Marketing.0
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Invitation Email link
When I send the invitation link to new users, it includes the link within a button icon. I would really like it if the link could be seperate from the button. i.e. copy link here into your web browser. Our emails don't always open up the preferred...3
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Default recurring gifts frequency
Currently all recurring gifts default to monthly. It would be good to set a business rule to default this to another frequency based on our business needs.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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Expand the Search Option
I remember a donation item (a week in Paris) we've received some time ago, but I don't remember who donated it. There's no way for me to find out who is the donor using the current Search field. I'd like to suggest that the Search option be expand...0
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Need to see emails and phone numbers of constituents on action lists not the relationship emails and phone numbers.
This is strange. I was told that this was in the design. Not sure why it would be designed this way. It would be more helpful to see the constituent's information without having to open the record.0
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Ability to remove "database view" from select NXT security groups
Sorry. Posted this in the wrong board. Moving it over to NXT...0
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Constituent records currently display an orange banner at the top when the prospect status is overdue - the number of days represents the total days in the status minus one, not the overdue days. Wouldn't it be great if this represented the actual overdue days?
Prospect research officers, major gift officers, philanthropy managers0