-
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
-
Set Conditions for Workflows BEFORE Actions/Emails
For example: A gift is made > Condition = 3 days have passed > Send workflow email When I asked ChatSupport about this, this is the response I got: " As we have checked the condition which you have applied is applied after the email, we need...0
-
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
-
We would like the option to upload voice memos into RE.
Will there ever be a link for voice to text option? It would be a great option to upload voice memos to the Note tab or to the Notes section of an Action. We would also like to have a way for our Handicapable volunteers to add info into the system...0
-
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
-
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
-
Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.10 Reviewed: Voting Open
-
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
-
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
-
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