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Save an Action as a draft automatically before NXT logs users out
It would be good if an Action could be saved automatically as a draft when NXT logs users out after they have been inactive for a while, so we wouldn't lose action notes typed already.0
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Exported Actions List Should Contain Contact Info for Donor
It would be more helpful if the exported action list contained the contact information, address, phone, email, along with the gift infomation associated with the action. This information is available on the screen and not including it in the expor...0
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Save outgoing emails from NXT as actions on a constituent record
We would prefer that our stakeholders worked from RE NXT instead of having to go back into RE to create an action to send an email to save directly in a constituents record1
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Outlook popup forTasks/ Actions
It would be very useful if Outlook could pop/flag up when a fundraiser is tasked with an action, this could ensure all staff receive alerts and reminders in a timely manner. It would be even better if the Action could be listed as a task within Ou...0
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Allow custom fields as option when building Action and Opportunity lists in RE NXT
We love that RE NXT has made it much easier to get data out of Raiser's Edge by using the filters in the Lists function to build customized lists and generate a spreadsheet quickly. This has the potential to automate much of our in-house grant rep...0
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Automatically log email communication on the constituent record when generated via RENXT email address
It would be great to have email communication recorded on the constituent record in RENXT when you generate the email from the constituent's record.2
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Allow to assign solicitors conditionally in workflow
It would be great if in workflow I could assign the action to the assigned solicitor, or if the record does not have a solicitor, then I can designate a solicitor to have those assigned to. Sometimes someone gives a gift at a level that triggers a...1 Reviewed: Voting Open
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Make it easier to distinguish between Summary and Notes text in Action preview
In the Notes and Actions section of a Constituent, it shows a preview of the Summary and Notes text for each Action. At the moment it can be very difficult to see where the Summary text ends and the Notes text begins. Can you please make the Summa...0
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Allow users to choose which Outlook calendar to link to RENXT.
Rather than only being able to link the default Outlook calendar to RENXT to post upcoming actions, users should be able to choose their desired Outlook calendar for RENXT integration. For example, I use my default calendar as a scheduling calenda...1
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Receive a daily email with the actions due that day
Hello! I am new at my job and am not yet in the habit of checking my actions. Some of my tasks are standardized, but a few are unique and timed sporadically. It would be great to get an email each morning with the actions due that day.0