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Add "Delete Action" as one of the options in the "more" menu when viewing Action Lists in the Work Center
It would be helpful to add the Delete action option to the more (3 dot) menu when viewing an Action List in the Work Center. We have actions that are automatically created based on a workflow, and frequently these can be deleted or are not applica...0
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Action notifications for users not assigned to the action
Sometimes you need to notify other User/Solicitors that an action has taken place. I get that you could add to calendar and send then the email but it takes to many steps. Thus should be as quick and easy as it is in RE7 Database view. This is a f...9 Reviewed: Voting Open
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Option to add an opportunity within an action
Adding an opportunity (proposal) within an action record could save a step in creating a separate opportunity.0
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The new Raiser's Edge NXT for Outlook app needs the capability to add a fundraiser
Without being able to add a fundraiser to the new Raiser's Edge NXT for Outlook app it makes the data inconsistent and unreliable when utilizing actions under analysis in NXT, which is based off of connecting the fundraiser to the action.5 Reviewed: Voting Open
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Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.10 Reviewed: Voting Open
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Make custom fields (attributes) available in Insight Designer.
What's the point of having custom fields for your donor records if you can't quantify the data? Example: I created a custom field for an action that tracks a specific circumstance that can apply to different action types. It would be helpful to be...1
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Restore deleted events/constituents
Make it possible to restore events or constituents that were accidentally deleted.0
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Follow up Action item capability
It would be useful to have automatic 'reminders' of follow up to items input into blackbaud, so that I can remain in contact with donors on timely matters.1 Reviewed: Voting Open
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View custom fields for actions
Now that we can view "custom fields" as columns for constituent lists, I'm hoping we'll have the ability to do the same for actions?14 Reviewed: Voting Open
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Ability to close out actions that are not complete, but inactive or cancelled
We have some actions that will not be completed and that we consider inactive or cancelled. We created statuses to indicate this, but they continue to show as open or past due because they haven't been marked as completed. We do not want to show a...1