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Allow invoices to be customized and e-mailed from Financial Edge NXT
Allow invoices to be customized for such things as allowing free form text which would allow adding contact and bank information for clients to use. Eliminating some of the default invoice fields such as Ship to, Customer PO etc. Allow invoices to...0
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Ability to connect an action to two or more constituents
Example: I meet with a husband and wife to thank them for a gift. I'd like to be able to add an action of a personal meeting with both of them, and connect that action to both records. Currently I would have to add the action twice to each individ...0
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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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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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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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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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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
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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