-
Please add phone number type to the phone drop down menu in Actions
When calling a donor, we need to know which phone number we are calling (without having to open a new web view with the donor's main page contact information). Thank you for considering this most helpful addition!2
-
Add option to "share" an action to another constituent
Just like we have an option to apply a soft credit to a gift that "copies" to another constituent, it would be helpful if actions/notes could have the option to be shared to the spouse's record. Sometimes we email, mail or call both members of a c...3
-
Need edits on "copied actions" to flow through all the connected copies
Happy for the new functionality. However, it would be better if it truly functioned relationally as one action record shared by multiple constituents so that when that one action is edited to make a correction, add a forgotten fundraiser, etc. tha...0
-
RENXT Outlook Plug-in for Shared Inboxes
Would it be possible to make the functionality available for shared inboxes e.g. a support inbox?1
-
Ability to add Custom Fields when adding an email action via the Blackbaud Outlook button
Completely excited that we can add emails as an action item in NXT via the Blackbaud Outlook button, but hindered by the fact that you cannot add custom fields via this method. Rather, you have to save the action, open the record, and then add t...0
-
Add Action Campaign ID to columns & filters in REnxt
We need to be able to group actions according to campaign. Solicitors are following up on actions based on campaign.0
-
Adding date options to workflow
For some groups of donors, I would like to add an annual plan workflow; on January 3 - Happy New Year April - Happy spring stewardship touch August - gearing up for autumn November - tis the giving season Rather than determining the number of week...1
-
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
-
Filter by Action Attributes in NXT reporting
So we can drill down into Actions could the Action Attributes be added into the NXT reporting system? We'll then be able to view and filter information stored in Attributes. This will be especially useful when we want to report on the different ty...1
-
Notification to staff when specific trigger occurs
I know in workflow designer you can set it up to send an email or create an action based upon a trigger but it would be great if there was something like that to notify staff or a specific internal distribution group when an important event happen...0