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NXT: Include a user option to filter gift types that appear in the transactions received portion of the giving section- across all constituent records.
When our managers and Director's are using RE NXT, they want a quick view of gifts received. We find that pledges are often used as a placeholder in a record for the Development staff, and that other staff don't need to see them. Having the option...0
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Lists filter successfully
At present, when I run a list that should filter actions on address type and status: open, it also includes status closed, and others. I am told that Lists are a work in progress. Is there a timeline for bringing the filters up to speed?0
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In NXT display email addresses for Relationships along side phone numbers
When viewing Relationships in the NXT view of an organization, display email addresses in the same area in which just phone numbers are displayed. We often have numerous relationships at one company and it would be handy to select from the main vi...1
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Allow filtering on past due pledges/lapsed giving
When past due pledges appear, they include our "placeholders" for estates. (we don't have the PG features) I would like to be able to filter those out (by gift campaign type or gift appeal). This also impacts past due giving.0
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Connect constituents to FENXT project contacts
It would be very helpful to have a connection between constituents in RENXT and the project in FENXT for which they are the contact. This would help keep addresses updated and track correspondence and actions in RENXT.0
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Business Email under Primary business show on NXT
We add the constituent's business email address to their primary business record but it will not show up in NXT. When we add the business email address under the email tab on the Bio 1 screen - it does show up in NXT. It would be nice if the busin...0
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Allow a fundraiser access to a select few portfolios rather than an all-or-nothing option.
In our organization we have multiple teams of fundraisers. It would be more effective for the lead of each team to be able to view the portfolios of only their team rather than all or only their own. This would help them to better manager their te...0
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Opportunity Analyses by value not by number
The visual analyses of proposals by status, purpose etc look great however we need to be able to view them by amount asked rather than number of proposals. It would be much useful to have this wonderful tool reflect the amounts under discussion at...0
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Update bad characters in NXT actions/notes
NXT - when adding notes or actions, the system doesn't seem to handle any punctuation at all. It would be GREAT to be able to use punctuation.0
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Allow batch letters to be edited at any time
Now we can only edit through the mail wizard, and that requires that gifts meeting the criteria of our letter be unacknowledged within a batch in order to edit. I think we should just be able to make changes and edit them whenever we need to.0