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Create an Action Item that is not linked to any constituent
I like to keep all my "Action Item/To Do's" in one location rather than having two seperate lists. Currently it will not allow us to create an Action Item not connected to a constituent.0
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More 'dynamic' date ranges
Is it possible to add an option for a custom "dynamic" date range? For my org's purposes, this is most important for looking at upcoming actions and the fact that in a Fundraiser's work center the "upcoming" list is only "this week." For example, ...0
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Ability to add multiple contacts to an action
Currently you can only assign one contact from an organisation to an action, however if we meet with multiple people from that organisation it does not allow me to add in all of those contacts who attended the meeting etc0
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Ability to add a follow up action to a completed action in RE:NXT
This function is very helpful for fundraisers who need to have a tracking of next steps. It's available in the Classic View of RE. It should be a function in NXT also.1
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Acknowledgements letters should be viewed in NXT
To thank a donor for a gift, an acknowledgement letter can be typed and saved in Database and also viewed in the database Action tab. There is no option from the Actions in NXT to open or view a letter except to attach it as a PDF file. It would b...0
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Add fundraiser option in Blackbaud Outlook add-in to see who the action was assigned to
When adding a new action from the Blackbaud Outlook add-in add an assigned to field to track who completed the action in NXT.1
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Ability to assign actions to multiple constituents
In the past using a different database, there was the ability to add the equivalent of an action to multiple contacts. This would be a great option in RENXT, to save manually creating the action on multiple records.0
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Custom Insights: Ability to report Opportunity, Event, and Appeal actions.
Hi there, I am trying to build custom insights for the NXT Reporting dashboard to help the team manage and report their actions for events, appeals, and opportunity. Unfortunately I am not able to do so since when I drag the Opportunity or Appeal ...0
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Need Action Summary line in NXT view and Export.
The summary of an action is very useful. I can't figure out why it doesn't display. The summary line should also map over to RE7 Description but does not.0
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Copy actions anywhere to anywhere like from opportunity to another opportunity or from opportunity to the same constituent record.
There is a cool option to copy Actions from one record to another, however you cannot copy an Action from an Opportunity to the record the Opportunity is in or from one Opportunity to another Opportunity in case it got added to the wrong.0