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Allow Default Actions in NXT
When adding an Action description and Note, NXT should allow defaults similar to DatabaseReviewed: Voting Open
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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.Reviewed: Voting Open
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Adding date options to workflow
For some groups of donors, I would like to add an annual plan workflow; on January 3 - Happy New Year April - Happy spring stewardship touch August - gearing up for autumn November - tis the giving season Rather than determining the number of week...Reviewed: Voting Open
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Please make a workflow based on dates so automate birthday cards
Allow workflow to be set u by a date so can automatically send emails on holidays ectReviewed: Voting Open
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Similar to Outlook addin for actions, create one for zoom
Our organization uses Zoom for calls and texting. Similar to how you can add an addin so that emails sent via Outlook can be saved to an RE action, it would be nice to be able to quickly save phone calls and text messages sent out via our zoom sys...Reviewed: Voting Open
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enable one off letters using templates in Action and Gift
This is relevant for Action and Gift Acknowledgment letters where merge fields in letter templates save time. Using a template for standard communications is also more efficient and means everyone can share the same template. Adding the letter as ...Reviewed: Voting Open
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Receive a daily email with the actions due that day
Hello! I am new at my job and am not yet in the habit of checking my actions. Some of my tasks are standardized, but a few are unique and timed sporadically. It would be great to get an email each morning with the actions due that day.Reviewed: Voting Open
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Tickler for new donor
Is there a way we can set up a rule for any new record created in the database that automatically sets an Action or sends an e-mail to the Development staff of this new donor? Maybe it can be set up by giving levels.Reviewed: Voting Open
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Add Action Campaign ID to columns & filters in REnxt
We need to be able to group actions according to campaign. Solicitors are following up on actions based on campaign.Reviewed: Voting Open
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Actions: In Web View, filter and show a specific relationship
We would like to have the ability to show all the actions of people that are related to a specific person or relationship type.Reviewed: Voting Open