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Outlook Add-In: Search for and add to previous actions.
We don't create actions for each individual email instead, we try to keep activity with a specific outcome together in one action, and update the action as the conversation evolves. We are trying to avoid the sea of insignificant actions clogging ...3 Reviewed: Voting Open
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use date of email for action date when uploading emails from outlook
When you get behind and want to load a whole load of emails onto RE from outlook it uses that day's date, it would be preferable if it defaulted to the day the email was sent, or at least had a one click to change to that.1 Reviewed: Voting Open
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Should be a way to recover deleted emails.
I was working on a draft email in OLX and accidentally deleted it. Very surprising that there's no way to recover a deleted email.0 Reviewed: Voting Open
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Add initiator to Action records in Web View
Add an initiator to easily audit what user generated an Action record in Web View0 Reviewed: Voting Open
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Donor Login: With access to Year-End Statements & Donation Management
What would be really nice to have is the ability to give donor access to not only their donation history through a personal login that they manage but their year-end giving statements. Also, to be able to update card information, make changes to r...1 Reviewed: Voting Open
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prompt users to add follow up actions when completing an action
Similar to the database view - prompt user to ask them if they want to add a follow up action0 Reviewed: Voting Open
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Auto or global action to records once an email from 'Marketing' has been sent.
We have been using the Marketing tool in NXT to send a few emails out to lists and have to save the list to Raisers Edge and then globally add an action to record that the email was sent and the content of the message. Would like to see something ...1 Reviewed: Voting Open
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More 'dynamic' date ranges
Is it possible to add an option for a custom "dynamic" date range? For my org's purposes, this is most important for looking at upcoming actions and the fact that in a Fundraiser's work center the "upcoming" list is only "this week." For example, ...0 Reviewed: Voting Open
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Create an Action Item that is not linked to any constituent
I like to keep all my "Action Item/To Do's" in one location rather than having two seperate lists. Currently it will not allow us to create an Action Item not connected to a constituent.0 Reviewed: Voting Open
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Browser notifications for imports and reports
Some reports, queries, or imports can take hours to run. It would be amazing to have a browser notification to alert when it is complete. Whether its a flashing browser icon, a sound, or email notification. Something to signal the owner that it is...0 Reviewed: Voting Open