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BCC Raiser's Edge to create action.
This has probably been posted on a number of occasions, but my organization would pay almost any price to have it implemented. My organization formerly used SalesForce as our CRM but is currently transitioning to RE7 & RE NXT. The #1 feature w...1
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Emails logged by NXT Outlook app to also log email subject and canvasser name
Emails logged as actions using the NXT Outlook app currently only add the email message body and it would be really helpful for the email subject and canvasser name to also be logged.1
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Date & Time stamp for notes
The F5 date & time stamp is extremely useful for notes in the database view; please consider adding to RENXT.1
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Ability to Create a Word Doc from RE NXT
We would like the ability to create a Word document to the constituent via RE NXT instead of going to the DB view to do so. Please and thanks!1
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Send email notifications or text message for action reminders.
Not what was implemented here https://renxt.ideas.aha.io/ideas/RENXT-I-55. Specifically to add email notifications or text messages so that solicitors or relationship managers can be reminded of upcoming datelines for stewardship and meetings. The...0
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Recurring Actions
Great idea-I also was wondering if we could have an option for a recurring action. Many times we have organizations/foundations or individuals who are contacted the same time every year for the same purpose. It would be nice to be able to make an ...4
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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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Allow for use of "defaults" when adding actions or notes
Currently in the RE back end you can use defaults when adding actions and notes. It would be great if this options was available in NXT.1
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Being able to tick/select actions and mass completing them, rather than individually completing each one
So you don't have to manually complete each action0
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Create personalized letters from a constituent record
As a donor relations person, it would be wonderful if I had the capacity to create a personalized letter (in Word) to a donor right from his or her record. I want to be able to create a letter that is already addressed to the donor and one that I ...2