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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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Action Filter should show all Action types in webview
Currently, the list of Actions on a tile is limited to the most recent 20 items. The Action Type filter list is also based on recent actions. I can find the Action Type as a filter in the full list, but only the Action Types of the recent Actions ...2
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Time Zone- being able to update it on hosted RE
I discovered yesterday that when I use the time stamp (F5) in my action notes that it is using EST, I am in CST. After a chat with a wonderful BB rep, we found out that it is not an option, and that the hosted folks are defaulted to the time zone ...5
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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
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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 a shortcut in NXT view to add a Date/Time Stamp and Username to any notepad
This is helpful so you can keep one notepad on the action thread, and still see when the notes were added to the thread. This idea would work really well if you allow the automatic creation of follow-up actions in RENXT view.0
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Action Category - more choices or have 6th option we can name
Our organization would like to be able to distinguish better our social media connections with constituents. We like being able to edit/choose our type so we can use say a meeting request, but social media connections are becoming a bigger connect...7
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Add Recent Gift as a condition in Workflow
It would be helpful from a campaign/moves management stand point to add something like "Has given a gift" as a condition in Work flow. For example if the donor has given the gift they were solicited for, a follow up action for a thank you/stewards...1 Reviewed: Need Further Info
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Add organization action on contact record
It would be helpful to have the opportunity to add an action taken on an organization record on the contacts record. often times contacts are also involved with our organization on a personal level and seeing all the actions taken, whether persona...2
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Add "Action Summary" to Searchable Actions
I love the new ability to click on actions and see the whole list, to sort and search on keywords. One thing I have realized is that the Action Summary section from NXT (or Action Notepad Description) is not included in this view. The Action Summa...2