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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...2 Reviewed: Need Further Info
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Ability to View Emails That Have Been Sent
It would be very helpful to be able to view past emails without having to copy and then delete them just to see an email after it has been sent.0
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Prompt an "Add New Constituent" button in Search Bar (when donor doesn't exist)
When searching for a Constituent, and the individual or organization doesn't exist in the database, prompt an "Add Constituent" button or option. This allows the workflow to move progress instead of come to a halt by stopping to go to the Home pag...1 Reviewed: Voting Open
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Add more options from bio 2 to constituent record in RENXT
We use other options from RE in our rent from the bio 2 tab such as ethnicity, and it would be beneficial to have that information in a quick look up on the webview page1 Planned
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Better Event Check-In
We need a better way to do check-in for guests at events. Ideally this would be accomplished with a QR code that is emailed to guests that we can scan which would automatically mark them as attended and indicate their fee and participant options. ...0
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Add Constituent ID to the Relationship fields in query and export.
Please!0
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When an action is added via a workflow allow it to be set as complete
Specifically when an email is sent out via a workflow it would be good to be able to set the action to complete since the email has already been sent.4
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Allow the ability to move gifts between individual and organization records in NXT
The ability to move gifts between individual records in NXT is great, but we should also be able to move them between individual and organizational records as sometimes web gifts come in from a person on behalf of a company, and we need to move th...2
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Ability to Send Pledge Reminders in NXT via email
Would like to be able to send emails to folks with pledge balances due through the email functionality using a template in NXT.5
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Automate Prospect Stages with Workflow
It would be great to have Workflow work to automate prospect stages. For instance, when a fundraiser records an Action of a certain type and/or updates an opportunity, the prospect status could be updated as part of the workflow.3 Reviewed: Voting Open