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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 filter on multiple action types at once in the actions tile on constituent records
This way people can look at specific (and multiple) action types on a constituent record, not just within a list.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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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 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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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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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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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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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