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Fix no solicitor on actions when using blackbaud plugin for outlook
When actions are added on NXT using the blackbaud plugin for outlook, some of the action records end up not having any solicitor listed, even though they are added by the solicitors themselves. This is frustrating as it creates "hollow actions." I...1
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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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List of actions for the day sent to email
Get notices in email of what actions need to be done that come up that day.0
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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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Workflows for checks received.
I was trying to create a workflow for when we receive checks. There is not currently an option for that - that is frustrating as our average donor is older and prefers to send checks.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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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