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201
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Requests no Email visible in summary information
All unsubscribes are marked with checkbox "requests no email" automatically. This is not currently in NXT, we will have to manually add the do not contact or add to solicit codes.
Created 23 Nov 16:08 by Ellen Smith
Email
26
Reviewed: Need Further Info
75
Vote
Remove donors from a workflow
As well as an inclusion list it would be great to be able to add an exclusions list to a workflow or drop donors from a workflow. We want to send a welcome series to regular givers but if they cancel after the first gift we do not want to send the...
Created 19 Jun 00:44 by Catherine Burns
Lists
13
Reviewed: Need Further Info
73
Vote
Workflow Designer to allow for Opportunity records and updates to Opportunities
Vote YES!!! if you would love to have workflow designer manage your staff workload for constituents with opportunities. Workflow Designer currently only allows for criteria of new gift. Would be nice if it could look at other records in the system...
Created 15 Jul 20:57 by Lisa Sisson
Opportunities
5
Reviewed: Need Further Info
88
Vote
Ability to copy address to alternate before changing a constituent's address
When changing a constituent's address, best practice is to copy the previous address to an alternate before applying the change. This preserves the old address information. The current NXT process simply over-writes the current address. Would like...
Created 08 Dec 14:23 by Guest
Constituents
11
Reviewed: Need Further Info
79
Vote
Address Info Source field needs to be added
The info source field is missing when adding/editing addresses. This field is useful for letting us know where the address information came from. In turn, tracking this can give us insight about both the reliability of the address information and ...
Created 13 Apr 14:52 by Eric Baerg
Constituents
18
Reviewed: Need Further Info
52
Vote
Dynamic Lists in RE NXT
Make all lists in RE NXT dynamic - constituent and gift information would change on response to changes in data on RE or RE NXT. This would make sending out emails through RE NXT easier and more accurate.
Created 29 Apr 23:35 by Katie Meredith
Lists
4
Reviewed: Need Further Info
42
Vote
Complete Global Changes using Query List
This would be useful so that users are able to modify the lists that they'd like included within the global updates. There are often records that should be added or removed that are not easily grouped.
Created 19 Aug 16:42 by Tanika Harris
Data analysis
1
Reviewed: Need Further Info
27
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Conditional questions in online registration form
There should be the option to have conditional questions (parent questions, where if X is selected, Y pops up).
Created 19 Feb 20:35 by Sammi Sedler
Online Registration
4
Reviewed: Need Further Info
58
Vote
Don't require year to be included w/ birthdays
This goes for RE7 as well. Sometimes we only know the date, not the year, but we still want to track so we can send birthday cards, etc. Thx!
Created 07 Apr 15:25 by Elisabeth Nark
Constituents
3
Reviewed: Need Further Info
28
Vote
More options in Workflow Designer!
Would be great if WD could could be a bit more dynamic 'cause it would make life a whole lot easier! Allow action date option to be some date in the past (right now just current or future) Allow workflows to be marked as "Completed" with Completed...
Created 01 Jul 14:04 by Guest
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