-
Action Type in RENXT
In the database the "action type" is required but It is not applicable in RENXT. Volunteers are accessing to our data from RENXT. We allowed them to see a specific action type. If a fundraiser added an action with action type blank, the volunteers...0
-
Add Action Note Type field to NXT (exists in Database View already)
We report on actions by note type, but this field is always blank whenever the actions are entered via NXT. Please add it as a visible field in NXT Action records and allow the option for us to make it a required field for our organization.0
-
Include graph labels in emailed reports from Analyze
It will benefit our team.3
-
View all actions in NXT not just 4 pages
If one person is receiving a lot of individual touches leading up to a solicitation, 4 "pages" of actions in NXT could only extend back one or two years. It would be helpful to see the overall progression of strategy for the donor without having t...1
-
Add action summary to Lists
It would be helpful to see action summaries/notes in lists and portfolios. You can currently see action date and type, but having the summary is extremely helpful0
-
Enable Conditional Action Types based on Category Selected.
We've been using RE for a long time and have accumulated a long list of Action Types. So many, that users will often select the wrong Type under a Category. For instance, Category - Meeting and Type - Phone Call. Please provide a way to branch Typ...1
-
Change constituent on action
Some times actions are added to the wrong constituent. It would be really helpful to be able to change the constituent that the action is linked to rather than having to delete and re-add the action.0
-
Ability to complete actions in NXT workflows
I am enjoying the automatic workflows we can now do in NXT however when adding the automatic action it doesn't allow you to complete this action automatically. As a result you have open actions on your NXT dashboard. ie. I have an automatic birthd...2
-
Workflows that can assign an action to a person more than once
When you set up a workflow to assign thank you actions for gifts, the action can only be used once per constiuent. Can we make it so that one workflow can send many actions to a constituent? It is incredibly time consuming to make new workflows to...0
-
Priority actions to show up at the top of the action list.
It would be useful if actions marked priority and assigned to fundraisers showed up at the top of their action list no matter the date in which they received them.1