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Add custom field to RE NXT Outlook Add-In
Our team loves the RE NXT Outlook Add-In but would like to see the actions custom field added as an option as we use those a lot to drill down on some of our data1
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Link to spouse record
Under actions, add a box to click that would copy the notes to the spouse record if selected. This would be helpful for meetings where both are present, or if it's important for notes to be reflected on both records.1
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use date of email for action date when uploading emails from outlook
When you get behind and want to load a whole load of emails onto RE from outlook it uses that day's date, it would be preferable if it defaulted to the day the email was sent, or at least had a one click to change to that.1
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Adding a new category call 'Text" for an action
No description provided0
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Email notifications to assigned fundraisers when an NXT user adds an action to a constituent record
It is useful to keep internal staff automatically included and aware of cultivation and stewardship conversations.1
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Make All Actions Viewable In Webview
I realized that actions for Events and Appeals are not viewable in Webview. Can we make this a thing? We have staff who use this function to track action steps, to dos, etc and this would be helpful.2
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Ability to copy Actions and Notes to spouses
It would be helpful to be able to copy Actions and Notes to spouses so that, no matter which person's profile you are on, you can see the Actions and Notes for them.0
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Show all workflows that a constituent is added to in one place
As far as I know, constituents can be added to multiple workflows by different fundraisers, which opens up the possibility of a single constituent being over-communicated to with mixed messages in quick succession. It would be really helpful to sh...0
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Default note on actions or action track
In an effort to standardize the notes on an action entered into the system we created an action track that has a notepad with Who, Where, What, follow-up. This allows us to have the action notes from the mgs to all be formatted the same and easy t...2
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Workflow for sending monthly payment reminders - Pledges
It would be useful to have a workflow that sends an email reminder to donor's when their pledge payment is due. This would also require that more merge fields - total pledged, paide to date, amount due, and balance - be available in the email desi...0