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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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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
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Include all Action fields in Outlook add-in
The Outlook add-in is great if you just want to add the content of an email to a constituent record, but it's very limited for truly assigning actions. It would be helpful to have the ability to assign a solicitor, select whether the action is ope...1
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RENXT dictation function extended to PC/laptop (not just tablet/smartphone)
We're really excited about the dictation function on actions/notes from tablets/smartphones and will use this a lot when members of the team are out and about. It would be great if this could also be made possible via PC/laptop (with a headset) so...0
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Email individuals through NXT
I have a large number of constituents that I need to send identical emails to with different attachments. Now I have to log on to RE NXT, copy the email address, open my template in outlook, paste the .pdf, send it, log it in RE. It would be great...0
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RE NXT Outlook Add In- Pull emails from relationship records
I am often emailing with a lot of companies regarding giving. Relationships emails on the organization record type should pull into the RE NXT Outlook add-in. Right now the email of the contact has to be on the organizations main constituent recor...1