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Being able to create a list and have two separate columns in RE NXT Lists - one for Relationship Manager and one for Staff Solicitor
Being able to create a list and have two separate columns - one for Relationship Manager and one for Staff Solicitor. This would be helpful because if a Solicitor has 2 relationship statuses. I would like to pull a list that shows the number of pr...Reviewed: Voting Open
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Have the ability to create a List from groups and tabs in the Work Center
I would love the ability to create a list based on a group in the work center. My exact use-case... right now I am trying to segment 160+ past due actions showing in a fundraiser's work center, however because the actions themselves aren't assigne...Reviewed: Voting Open
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Predictive search at the Portfolio level
I would like the predictive search that governs the complete database to be implemented in the portfolio section as well.Reviewed: Voting Open
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Add action start time to action list export
When scheduling meetings for a group, it is helpful to be able to list the meetings in time order. Unfortunately Action Lists cannot display or be sorted by the Begin time. Adding Begin Time to the export would at least allow the spreadsheet to be...Reviewed: Voting Open
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When pulling up notes and actions, clicking outside the box will close the window.
This is a pretty typical User Interface operation these days where clicking outside of a pop-up window will exit the window as well. This prevents having to click the X to exit the window.Reviewed: Voting Open
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Add filter on action notes in actions list
It is sometimes necessary to filter on the type or contents of an action note. This functionality should be available in web view.Reviewed: Voting Open
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Show What Queries a Constituent is Part Of
I'd love a chance to double check my criteria by being able to open a constituent file and seeing what queries they're currently on.Reviewed: Voting Open
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Show totals for selected appeals in NXT
When on NXT Fundraising > Analyse > Appeals tab, when specific appeals are selected, it shows the total raised per appeal selected - but not the amount raised altogether for all the appeals selected.Reviewed: Voting Open
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Option to Align Donate Button in Email Templates
The donate button only aligns left under photos in email templates, which doesn't always look attractive. I would love to have more options to align center or right.Already exists
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Location Mapping by Relationship in RE
Our constituents are allocated to their local Support Groups via an organisational relationship with that support group. It would be great to see mapping of our constituents by their support group (i.e. by relationship) rather than just by address...Reviewed: Voting Open