-
Insight for percentage of portfolio contacted
It would be nice if there could be a way to construct an Insight to show the percentage of the fundraiser's portfolio that has been contacted by that fundraiser over a given time period. Just to measure portfolio penetration. We currently do this ...Reviewed: Voting Open
-
Priority actions to show up at the top of the action list.
It would be useful if actions marked priority and assigned to fundraisers showed up at the top of their action list no matter the date in which they received them.Reviewed: Voting Open
-
Add action author/creator available in unassigned actions
We have several actions that are created without the MGO assigning the action to themselves or someone else, but there is no way in NXT to see who created the action so that I can tell them to update it. Currently, I have to log into RE and find t...Reviewed: Voting Open
-
Insights should be included with the dashboard functionality and not a surcharge given that the existing dashboard features are so limited and especially when you compare the RE dashboard to Excel and other data visualization tools.
No description providedReviewed: Voting Open
-
Adding inactive constituents to event participants search
When entering a participant to an event in RE NXT, the search function does not include inactive constituents nor is there an option to include inactive members. The search should give us an option to allow inactive constituents into the search cr...Reviewed: Voting Open
-
Customize date format (M/D/Y vs. D/M/Y)
Users should be able to edit the format of how dates appear in records (e.g. in gifts, actions, notes, etc.) to be able to view in European style (date, month, year) or U.S. (month, date, year), or other!Reviewed: Voting Open
-
Download a created email as a PDF
This would be so helpful to add the email to our website. Especially if the links worked.Reviewed: Voting Open
-
Hide anonymous gifts and constituents in RE:NXT
It's insane that we cannot hide certain gifts or constituents from security groups in NXT. We have confidential donors that need to be hidden from all but a small group and people whose gifts need to be hidden due to their wishes. This cannot be d...Reviewed: Voting Open
-
Show if there is a credit card on file in webview
My fundraisers need to know if there is a credit card on file directly from webview. The functionality is there in bio2 of database view. But fundraisers need to see in webview.Reviewed: Voting Open
-
Electronic Gift Aid declaration template in standalone webpage
It would be really helpful to have an electronic Gift Aid declaration template that could sit on a webpage dedicated to Gift Aid that supporters could fill in to just capture their GAD rather than having to make a donation. We want to make it as e...Reviewed: Voting Open