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Specify Solicitor Type for Portfolio in Work Center
Hi- I love using work center but it shows a much larger portfolio size as it doesn't allow me to limit for those who I'm the primary solicitor. In our organization we also track staff solicitor for supporting or other roles. I would prefer to limi...0 Reviewed: Voting Open
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Notify Primary Solicitor When Another User Creates An Action
No description provided1 Reviewed: Voting Open
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Enable the mobil version of RE to operate when logged into RE Database/NXT
I have left the office and am heading to an appointment and want to look up more information through RE Mobil App. Often I cannot even log in as it appears that it will not allow you to be logged in two places at the same time. Furthermore, it is ...0 Reviewed: Voting Open
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Default to show birthdate in constituent record
For those of us in the health care industry (and with grateful patient programs!), it would be tremendously helpful (and time-saving) to default to "showing" the birthdate in a constituent record. Currently, a user has to click "show" to see it, r...0 Reviewed: Voting Open
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Connect RE emails through Apple Mail
Currently there is no cross-talk between RE and Apple Mail. It's a pain to not be able to email someone directly through RE.0 Reviewed: Voting Open
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Ability to add Action Attributes
We use action attributes in RE and would like the ability to do the same in NXT1 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Display Vendor Address and Vendor Number on Invoice Requests in Manage Expenses
We have vendors that have multiple addresses. When selecting a vendor for a new invoice the vendor number and address should be displayed on the screen to the right or below the vendor name. That way way the approver can verify the correct vendor ...0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open