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Calendar integration for Outlook
NXT's current Outlook integration capabilities leave something to be desired. When syncing actions to an Outlook calendar, I'm running into 3 major problems I didn't have with RE7: 1. I can't choose what calendar to sync to/can't sync to more than...5
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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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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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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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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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Ability to filter on multiple action types at once in the actions tile on constituent records
This way people can look at specific (and multiple) action types on a constituent record, not just within a list.0
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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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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