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High Priority Actions should show up on Dashboard/Work Center in different color.
It's great than in database view you can color-code actions, etc. But the color-coding only shows up within the record--not on the Dashboard (database view) or Work Center (NXT web view) where I want it. High Priority Actions should show up in a d...0
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Show all workflows that a constituent is added to in one place
As far as I know, constituents can be added to multiple workflows by different fundraisers, which opens up the possibility of a single constituent being over-communicated to with mixed messages in quick succession. It would be really helpful to sh...0
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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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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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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 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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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