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Have the ability to use the Outlook add-in on Mobile devices
It's great when adding emails in Outlook and being able to use the Add-In to directly log an Action in RENXT. The option doesn't exist from Mobile versions of Outlook though, which are being used more frequently now as fundraisers are on the road.1
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RE NXT for Gmail - transfer email subject line to the Summary/Description fields in the action
The new feature linking Gmail to RE and allowing emails to be saved as actions is very useful. When reviewing a list of actions for a constituent, the summary field is very useful in deciding which actions to read. Can the subject of the email be ...1
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Add Campaign and Appeal to Actions
The ability to add a campaign or an appeal to an action would be very helpful in being able to look at all actions taken and associated with a particular appeal or campaign. Otherwise, there doesn't seem to be a way in NXT to be able to filter dow...1
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Giving Statements as Actions
Can we be able to add actions from the giving statements in NXT0
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Do Not Require Start and End Time for Actions in NXT
In Database view, it is not required to add a start or end time for Phone calls, Meetings, or Tasks, but in Webview it is required. Please make these consistent and do not require them as truly the amount of time these take are irrelevant.3
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Adding the ability to import the subject field (for Emails) and document field (for Mailing) in the actions tab when creating an import.
It is beneficial because we would be able to provide more details regarding the action (i.e. recording the subject line of the email that was sent out or the document that was mailed). Currently, when I am doing constituent action imports, I am fo...1
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I assign action to our team, it would be nice to be able to integrate the action into their outlook calendar instead of my own (can't see how this is possible)
This would be helpful to my team members, as it would save a great deal of time for them. As the Gift Processing Specialist here at Fanshawe College I assign actions to team members when pledge payments are due, gift agreements are expiring, etc. ...4 Already exists
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Allow notes, actions and ratings to be copied to spouse records at time of entry
Most often, when we are visiting a couple, we are cultivating the household. It is likely we have two separate constituent records because at one point one spouse made a gift (hard credit), and at another point, the other spouse made a gift. Howev...2
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New Action Type: Social Media Message
As a development officer, I interact with alumni more than just through in person, phone, and email. It would be beneficial to be able to record the messages that get exchanged via LinkedIn messaging or via Facebook Messenger when someone contacts...0
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When adding a note in NXT, the person adding it needs to be automatically identified.
Unless you type in your name as part of the note, you have a lot of notes with no idea of who added the note. This is a HUGE problem. This is a product defect, not an idea for improvement.2