-
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 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
-
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
-
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
-
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
-
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