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Default Set functionality for Action records
It would be great to select from the Action Default Sets (available in the Database view) in RE NXT that have prepopulated fields while in RE NXT Web view.
Created 10 Jul 20:37 by Guest
Actions
16
Reviewed: Voting Open
10
Vote
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 NXT
Created 16 Feb 21:01 by Guest
Actions
0
197
Vote
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...
Created 06 Jul 20:59 by Jen Claudy
Actions / Constituents
10
Reviewed: Voting Open
171
Vote
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...
Created 01 Sep 18:41 by Delia Escobar
Actions
9
Reviewed: Voting Open
26
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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.
Created 13 Mar 21:52 by Courtney Peterson
Actions
1
31
Vote
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...
Created 14 Nov 14:18 by Guest
Actions
0
129
Vote
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.
Created 30 Aug 19:25 by Justin Barrett
Actions
5
Reviewed: Voting Open
92
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Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.
Created 23 May 21:32 by Sunshine Reinken Watson
Actions
10
Reviewed: Voting Open
129
Vote
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.
Created 20 Oct 16:51 by Guest
Actions
1
Reviewed: Voting Open
121
Vote
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?
Created 23 Mar 13:00 by Guest
Actions / Lists
12
Reviewed: Voting Open
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