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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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Integrating Email Notifications in Fixed Asset Management Action Filed
I’d like to suggest integrating the “assigned to” field in the Action section of the fixed asset card with the “assigned to” email. Currently, individuals must access the specific asset card to see the actions they need to perform, which undermine...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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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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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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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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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