-
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
-
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
-
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
-
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
-
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
-
Please make a workflow based on dates so automate birthday cards
Allow workflow to be set u by a date so can automatically send emails on holidays ect0
-
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
-
Add Constituent Code to Workflow Constituent Criteria
It would be helpful to limit workflow constituent criteria by Constituent Code. Use case: I want to create an action to make a thank-you call to businesses that give more than $2000 in a single gift, but I want to call individuals who give more th...1
-
Add action directly to the Event record on RENXT webview
IN RE database view, the action tab appears in the Event Record but in RE NXT webview, I am unable to find the action under the event module. It would be useful to add event actions for the users who have an access to webview only.0 Reviewed: Voting Open
-
Clarifying "Assign to Me" in New Action entry
NXT users can be easily tripped up by the way "me" is listed after "Assign to:" on the new action entry form. Seeing "me" already there, it is logical to assume that their name will be assigned to the action. But they need to click on "me" for the...4