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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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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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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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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.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
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Load from existing batch should be an option in RENXT as it is in Raiser's Edge.
It would be useful to be able to "Load from existing batch" in RENXT as we can in Raiser's Edge.0
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Add Campaign to Workflow Constituent Criteria
It would be helpful to limit workflow constituent criteria by Campaign. Use case: I want to create an action to call donors who give more than $X to a specific campaign.1