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Add option to exclude Unassigned Actions from being triggered by Workflow Designer
We are setting up workflow designer and would like to be able to trigger workflows only for those gifts/constituents who have an assigned fundraiser. Please consider adding a filter based on whether the constituent has an assigned fundraiser. It w...0
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Add Campaign as option in Analyze Actions
When in a specific Campaign like a Capital Campaign we track our solicitors actions so we know we are on track and keeping our pipeline moving. Our MGOs have many prospects associated with many campaigns-it would be great to isolate those to pull ...0
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Action Items Listed in Order (Most recent action to Oldest action)
I want to be able to view the most recent action first by timestamp. Not in a "digest" sort of way as it is organized presently. Actions are categorized by day. Within the day they are ordered by oldest action to newest. I'd like to see the reverse.0
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Cut-and-paste or copy-and-paste actions from one record to another
Let's say someone contacted Jane Doe about a foundation she represents. They add an "action" to Jane Doe's individual record. But as a grant writer, I want that action in the foundation record. Right now the only way to get it there is to open up ...1
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Office 365 NXT Web Integration
Please enable robust integration from NXT(web view) and Office 365. This should include such items as available through non-office365 and db view. Include emails being saved as actions, task/action sync and calendar/action sync through Microsoft e...2
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Be able to export all the same information you can see on-screen in an Action List
We periodically assign our board members to make stewardship calls. I can create a nice pretty list in NXT showing the constituent, their contact info, who the action has ben assigned to, the description of the action (i.e. "Board member thank you...0
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Add action author/creator available in unassigned actions
We have several actions that are created without the MGO assigning the action to themselves or someone else, but there is no way in NXT to see who created the action so that I can tell them to update it. Currently, I have to log into RE and find t...1
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Add a checkbox to actions for flagging meaningful connections
Since meaningful interactions can occur via various methods (not just in person visits) it would be helpful for fundraisers to easily flag actions that meet this criteria. We have used different action types in the past but it would be easier (for...0
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enable one off letters using templates in Action and Gift
This is relevant for Action and Gift Acknowledgment letters where merge fields in letter templates save time. Using a template for standard communications is also more efficient and means everyone can share the same template. Adding the letter as ...0
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Configure Actions in NXT to better match the database options
Currently, actions entered through NXT do not offer the range of options, such as Attribute category fields as does those entered in the database view. Rather an NXT entered action automatically codes the attribute category as "NXT Action Directio...0