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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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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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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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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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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
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Future Actions Added in NXT do not show up under Action Reminders in Database view
When creating a future action in NXT, it does not show up on the Home screen under Action Reminders UNLESS you modify it in Database view. That defeats the purpose of creating them in NXT if you then have to go into Database view to actually make ...3
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Outlook Add-In: Search for and add to previous actions.
We don't create actions for each individual email instead, we try to keep activity with a specific outcome together in one action, and update the action as the conversation evolves. We are trying to avoid the sea of insignificant actions clogging ...2
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Allow Color Customization of Actions in NXT Work Center and Database Dashboard
Color customization would make NXT Dashboard much more useful and user-friendly. In particular, it should be possible to color-code actions in the Work center so high priority actions are more visible. Color customization in Database View should b...0
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High Priority Actions should show up on Dashboard/Work Center in different color.
It's great than in database view you can color-code actions, etc. But the color-coding only shows up within the record--not on the Dashboard (database view) or Work Center (NXT web view) where I want it. High Priority Actions should show up in a d... -
Create an Action Item that is not linked to any constituent
I like to keep all my "Action Item/To Do's" in one location rather than having two seperate lists. Currently it will not allow us to create an Action Item not connected to a constituent.0