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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
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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
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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
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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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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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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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Notes and Actions filter - select multiple Types
We have two different teams interacting with the same constituent (large organisation) for different purposes. We use prefixes to differentiate a fairly large number of action types for each the two teams. For example, for TEAM1 and TEAM2: TEAM1_...0
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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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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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Giving Statements as Actions
Can we be able to add actions from the giving statements in NXT0