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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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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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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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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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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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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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Record keeping needs
We love the feature of emailing receipts using the receipt template. Unfortunately, the emails go out and the organization does not receive a copy. That makes the paper trail less than ideal. Please add a CC line to the email template so that we c...0
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Actions List - Download the Contact info of the Constituent
Currently, when you download a list of actions, the Constituent Contact info is excluded, we would like to have all of it show up on the list.0
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Add Action Outcome to Actions List
In Web view, we need to have the ability to see the Thumbs up or downs for all actions in the Actions List. Also filter them would be great. -
Allow conditions based on Action Status Codes in Workflows
Currently the only Action property a condition can be tied to is "completed" It would be better to tie the condition to specific status codes so an action could be completed without progressing the workflow. This could also be a way to enable bran...1