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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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Actions List - Download the Contact info of the Constituent
Currently, when you download a list of actions, the Constituent Contact info is excluded, we would like to have all of it show up on the list.0
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Add Action Outcome to Actions List
In Web view, we need to have the ability to see the Thumbs up or downs for all actions in the Actions List. Also filter them would be great. -
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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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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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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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
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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