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See and Edit action attachments from Database in NXT
Part of our acknowledgement process is to generate the acknowledgement letter in database view and attach that document to an action. It would be great if our NXT users could open and edit that document from the action in NXT, particularly if the ...1
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Auto add solicitor to action added via Outlook NXT add-on
When a person adds an action via the Outlook NXT add-on they are not being automatically added as the solicitor on the action and there is no place to add them to the action without going into NXT directly. Since they have to log in to NXT in orde...2
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Add "title" to Notes on the webview
We have existing notes that were created in the database view of Raiser's edge that included a title - where we have captured relevant info. Title is not a field on the web view.1
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Include Action Summary/Description in the action view
In the column criteria, it looks like the body of the note is available as the summary. I've used the Action Note Description line to summarize the action, and copy/paste emails into the body for more detail. Would you consider adding the short su...0
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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
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Add Action Added by to Action items
Fundraisers need to know whether they, or someone else has communicated with the supporter.1
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Ability to Add a Custom Field when editing an action in NXT
We use custom fields to track qualifying visits and other stewardship types. If a fundraiser forgets or gets distracted, they cannot go back and edit the action to add or modify the custom field. This ability exists in RE7, I cannot understand wha...1
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Action Completed checkbox on New Action screen
It would be ideal for the Action Completed checkbox to re-appear on the same entry pop-up screen in NXT, when you are creating a new action. It's inconvenient and confusing for the fundraisers to have to close the action, incomplete, and then eith...1
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Ability to communicate to a fundraising team member within a constituents file.
I would like to be able to connect with other team members and share information and questions via chat or some mechanism within the constituents file. This would be used to share and communicate actions with a team member without having to e-mail...0
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we are unable to get the actions on appeals out of the API.
Actions are put on appeals in the database view, but we are unable to access them through the API0