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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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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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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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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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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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Allow Action type filter in Opportunities list in NXT
Allow users to filter action types, like in database view, to only show relevant action types for specific opportunities in lists that we build in NXT0
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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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NXT Action Lists - Add spouse/partner name
Action lists need to provide spouse column option the same as constituent lists- fundraisers need to see both names while reviewing Action lists.1
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Ability to select Notepad Type for Action Notes when creating the Action in NXT
When adding a new Action in NXT, we can add a Note, but there is no Notepad Type option available. The Note is automatically entered with an "NXT" Type. However, if we save the Action without adding a Note, and then edit the Action to add a Note, ...7