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Stacey Sveum

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Articles

Recent activity by Stacey Sveum

  • April 2025 Product Update Webinar

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  • July 2025 Release: Bulk Reviewer, Enhanced Custom Views and additional improvements

    Bulk Reviewer Assignment We've streamlined the reviewer assignment process with a new bulk assignment feature accessible from the Review Round view. Using the new "Actions" dropdown, you can now a...

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  • Salesforce CRM Integration

     Contents  Overview  What Is Salesforce Integration Step-By-Step Instructions  Connect Next to Salesforce  Map Next Intake Fields  Test Integration OverviewThis step-by-step guide shows Organiza...

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  • Creating Global Fields

    OverviewGlobal Fields in Next enable organizations to maintain consistent, reusable data fields across multiple forms and programs. This eliminates redundancy, improves data integrity, and facilita...

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  • June 2025 Release: New Global Fields, Salesforce and Docusign integrations

    New Global Field Types: Short and Long Answer FieldsWe've expanded our Global Fields capabilities by adding two new field types: Short Answer and Long Answer fields. These text-based Global Fields ...

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  • Docusign Integration for Award Agreements

    Contents  Overview  What Is Docusign Integration Step-By-Step Instructions  Initial Setup Connect Docusign Link Program Awards Create Award Agreement Templates Prepare Docusign Envelope Templa...

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  • May 2025 Release: Fraud Prevention tools, duplicate progress report schedules and Reporting meta data

    May 2025 Release: Secure Your Impact, Streamline Your Operations Our May release delivers powerful new capabilities designed to protect your funding and enhance operational efficiency. This month's...

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  • Multi-Language Support

    NextZen offers built-in multi-language support to provide a more inclusive experience for all users. This feature is automatically enabled for your platform, allowing users to select their preferre...

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  • April 2025 Release: Customizing Award Agreements, Microsoft Dynamics integration, hide Request Form Fields

    Customize Award Agreements with Dynamic Variables Program owners can now create perfectly customized award agreements by seamlessly integrating dynamic variables from application forms. The dynamic...

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  • Microsoft Dynamics CRM Integration

    Contents Overview  What Is Microsoft Dynamics Integration  Step-By-Step Instructions Connect MS Dynamics to Next Map Next Profile Fields Enable Applicant Profile Sync Disconnect Microsoft Dynamics...

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