Expand full constituent appeal list.

Like with Notes, Actions and Gifts we need the ability to get a full listing of a constituent's assigned appeals. Our Annual Giving, Online Gift and Major Gift folks all review a constituent's appeal history at a glance before making calls or determining next steps. This is a huge sticking point for staff and their willingness to adopt NXT. Seems like it could be a simple product add.

  • Ned Forster
  • Mar 22 2018
  • Reviewed: Voting Open
Constituents
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  • Jenifer Harmen commented
    01 May 00:15

    The ability to expand and view all appeal data from a constituent's record, including the associated packages and responses, all at once, via a "work with appeals" full-screen option, like "work with gifts," is essential. Currently, you have to click the drop-down arrow for each appeal to view the detailed appeal information, which is painful and drives users back to the Database view, where this information is completely viewable all at once.

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  • Jen Claudy commented
    April 17, 2018 01:30

    You can page thru the Assigned Appeals on the Appeals Tile, but I'm guessing you'd like to look at them on a new/full screen with scroll ability rather than pages.

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