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Printing: Profiles, Notes, Actions
I know this has been mentioned in other Ideas and Community Posts, but my (new) boss came in about an hour ago to ask how she could print off a series of Actions (with all Action Notes entered on those Action Records) for a meeting with our CEO an...10 Reviewed: Voting Open
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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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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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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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Be able to assign tasks/actions to non-fundraiser/other NXT user
This would allow admin/data specialists to be assigned tasks to support fundraisers like sending emails, mailing pledge letters, etc. Right now you have to add that person as a "fundraiser" to assign tasks even though they will not have anyone ass...0
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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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please include the text/body of an email into the action
Currently when you click on a donor's email address it asks if you want to create an action. If you say yes, an action is created showing an outbound email was sent, but the body and text of the email content is not included in that action, which ...0
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Add a way to sell items
It would be great to have a way to sell items/merchandise and not just be limited to soliciting donations or having events.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