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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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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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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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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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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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To extend or allow users to set their own time-out options for the database view
Currently the database view times out several times during a working day if one only uses it occasionally, which means that one has to spend time reopening it, and means that callers often get a poor service. This is for the database view of RE NX...0
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1. A report of the attachements on the webview. 2. Add donors with specific gifts from a saved list to an even, no one by one. 3. Be able to change or swift gift from an individual to an organization
No description provided0
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Workflow to remind you of volunteer/staff anniversaries
I'd like to be able to automatically be reminded (via an Action) on the anniversary of a volunteer or staff member starting with the organization. The only way I know to do it now would be to run a query each month for every relevant start year, i...0 Reviewed: Voting Open
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Ability to add new Email Address to Constituent Record from within the Outlook Plugin
We can search for a Constituent manually now, and we'd love the ability to add a new email address to the constituent record when we add the action.1