-
When adding Actions on NXT, the default setting is 'Future' instead of 'Past'. Could it be changed?
We mostly add past actions to the database that are normally completed, so we would like to ask to set 'Past' as default instead of 'Future'.Reviewed: Voting Open
-
For Actions, Add Social Media as a Category
Add Social Media to the categories of Meeting, Email, Phone, etc. Social media is clearly a significant way for gift officers to interact with donors.Reviewed: Voting Open
-
Constituent Actions limited to 20 on the display panel
On the Constituent view of NXT in the “Notes and actions” panel, number of Actions visible to users is limited to most recent 20 (4 pages each of 5 actions) even though the total at the top in blue may be greater. When a user applies a filter it i...Reviewed: Voting Open
-
Action Reminders on Raiser's Edge Web View
I am the database manager for my company and I often would like to set phone call actions for colleagues that only work out of Raiser's Edge web view. It would be helpful to have action reminders show on the web view homepage like they do in the d...Reviewed: Voting Open
-
Automatically display author of notes and actions
It would be helpful to filter and see who has made the latest communications or notes on a donor's record. Automatically assigning the author (as databaseview currently does) and then displaying this information in NXT will assist both fundraisers...Reviewed: Voting Open
-
Add "Auto-Remind" to Actions in NXT view.
In the database view we have the ability to Auto-Remind actions to another constituent. It would be nice if we could do this in NXT view.Reviewed: Voting Open
-
Expand Workflow Conditions to Include Custom Fields/Attributes
It would be great if we could bypass clunky lists that need regular updating by building more conditions into Workflows. For example, if we want an email about match gifts to be sent automatically 3 days after a gift is processed, BUT only if the ...Reviewed: Voting Open
-
Be able to access and open a letter written in database view (when saved as an action) in NXT
Currently when a letter is written in database view (from the "write a letter tab", it can be saved as an action and easily accessible in the actions tab in database view. However, in NXT the action appears but there is no way to access the letter...Reviewed: Voting Open
-
Workflow Select Criteria Gift Amount Between
Please add a gift amount drop down option for between. Then you can choose a donation range rather than only allowing great than, less than or equal to. We like to add a thank you call action using a workflow but are limited by the gift amount res...Reviewed: Voting Open
-
Ability to "tag" multiple constituent records when creating action records
We would like to see the ability to "tag" multiple constituent records when creating action records. For example, if a fundraiser has a meeting with multiple donors, the fundraiser must enter an action record multiple times (once for each of the d...Reviewed: Voting Open