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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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Brightness amendment
It would be very helpful to be able to adjust the brithness within RE0
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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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Embed Link in Dashboard
There are websites and other pages that I would like someone to have access to. Someone can go right from the dashboard to this hyperlink, instead of having it in a textbox and needing to copy and paste it in the address bar.0
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Business Rule to update Marital Status when adding or removing a spouse on a record.
Users will often add a spouse to a record or remove an existing spouse record and forget to update the Marital Status field. This results in individuals who are married still showing a Marital Status of Single or individuals who are now single/div...0
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Display an organization's relationships in insight builder
It's great to be able to display companies and organizations and their giving and action activity. But it would be particularly helpful if we could display a company's primary contact or alumni that work at a particular company inside a table/grap... -
Create custom insights in report builder.
Insight builder is a great a tool, but I think we should be able to create custom insight facts/metrics on any and all attributes of RE records/queries. -
Increase the number of of actions on the summary card
The summary card is currently limited to 4 pages of preview actions. It would be great to increase that number.1
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Add AskStat (Proposal Reasons) to NXT Opportunities
Migrating the AskStat (Proposal Reasons) field to NXT will allow fundraisers to track where they are within the cultivation and solicit phase (PStat - Proposal Status) of the opportunity. For example, it allows fundraisers to report on if a propos...0