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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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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
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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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Donor Login: With access to Year-End Statements & Donation Management
What would be really nice to have is the ability to give donor access to not only their donation history through a personal login that they manage but their year-end giving statements. Also, to be able to update card information, make changes to r...1
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Allow Default Actions in NXT
When adding an Action description and Note, NXT should allow defaults similar to Database0
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Enable assistants to import fundraiser emails directly from the assistant's Gmail account
Major fundraisers forward thousands of emails to their assistants to input into RE. Currently, those emails must be copied and pasted manually into RE NXT, unless the organization uses Outlook. Please enable the same functionality for Gmail users ...12
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Allow HTML formatting in Actions notes
HTML exists in emails i.e. signature lines, references to web pages, which are turned into actions via RE:NXT. When merging constituents, if HTML exists in actions, they will not merge and must be removed one by one to complete merge.0
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Having a Solicitor Goal Action
As more organizations are including more metrics for their fundraisers and moves management the ability to add an Action Goal and then pull this information using Data Analysis will be helpful. This will be helpful for solicitors and administrator...0
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Outlook Calendar appointment - update appointment if Action date changes in NXT
Our staff would like the Outlook appointment they create from an Action in NXT to update if the Action date changes in NXT. Or, if the Action is deleted completely, the Outlook appointment should also automatically delete.1
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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