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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
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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
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Letter writing functionality in NXT web view
Is would be useful to have a "write a letter" button/a letter writing functionality in web view. This would allow to stay on web view and not to switch between web and database view due to the lack of functionality in web view.0
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Inactive fundraisers do not need to show in NXT Analyze-Actions "Action Assigned to"
When a fundraiser is attempting to filter out "Action Assigned to" in NXT Fundraising-Analyze-Actions they have to filter through fundraisers who no longer work for the organization, or are inactive fundraisers. BB Product Development indicates th...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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The Action status
The action status field codes in RE7 and RENXT are not the same fields shown in RE Analyze. I would like to see a report based on that field because fundraisers use that field to define a specific action before marking the completed box. Currently...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. -
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