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Allow Outlook Integration to add Opportunity Action
As far as I can tell, it's not possible to add an email as an action within an opportunity via the Outlook integration. This would be very, very helpful.3
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NXT Events Module: Suppress "Use Previous registrant" option in Step 2
Please allow us to turn off the "Use previous Registrant" name option in Step 2 of an event registration form. I can appreciate that this option has uses for events with add-on fees/options but it has led to confusion when there is no reason for t...2
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NXT Events Module: Require first registrant name (anonymous not allowed)
Please allow an option for all RSVPs except #1 to be anonymous. I like being able to allow hosts to register unnamed guests so they don't have to wait to pin down each person before registering. But the option is only between all or nothing, so ma... -
Allow RE forms to map to the Comments field in BBMS
Mapping to the comments field would allow users to track use of multiple forms through one BBMS account rather than having to set up separate accounts for every distinct purpose. Lacking this is driving our Business Office completely nuts.2
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Allowing Workflow Emails to be viewed after publishing
Once a workflow designer email is published, there is currently no way to view the contents of that email. It makes sense not to allow editing once an email is in an active workflow, however, it's helpful to be able to view the text, so that if an...0
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Include "likelihood" as column option for Opportunity lists
It would be helpful to have all fields from the opportunity record as column options so that when you're making a list you can see the information most important for the particular list you're creating.0
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Attachments in RE7 & NXT - not syncing?????
I've just learned that attachments added to NXT do not sync back to RE7. Why? It was my understanding that all information added to the database was visible in either RE7 or NXT - this is a problem0
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Add an employment tile similar to the education tile on the constituent record
This would enable us to record employer and job title information for our constituents to see where we have connections to area businesses for networking as well as identify people to tap for career development programming support to our students....1
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Allow follow up actions in NxT to match the function in data base view
RE 7 permits me to 'add a follow-up' action when I select 'action completed on ___'. Please add this function to NxT. It is a timesaving tool for actions, and the database view is the only way to create a follow up action seamlessly. This seems to...0
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Display constituent code IDs in NXT
Current there is no way to see the ID of the constituent code, just the description. We need a way to view the ID in NXT if, as database admins, we are to ever stop using database view.0