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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
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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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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
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Include graph labels in emailed reports from Analyze
It will benefit our team.3
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Action tracks: In Webview, when an action is completed, trigger the next action
Currently the Action Tracks only fully works in Database view. When you configure programmable actions thanks to actions tracks in DB view, and you finish an action by entering it in Web view, it doesn't trigger the next action. We need to be able...0
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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
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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
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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
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The ability to sort Action NP types in NXT that are attached to one Action
I posted this on FB Users Group: Does anyone have a workaround for reordering Action Notepad Types on Actions? Basically, an Action that has more than one NP type. You can't see the original NP type in webview (NXT) We want the original NP type to...0
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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