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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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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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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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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
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Make "Edit Action" box parallel to "Add Action."
Unlike the Add Action box, the Edit Action box, when accessed from Action Lists, does not include Custom Fields or Attachments. In our implementation of NXT, Custom Fields often need to be edited.0
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Allow multiple email addresses from single email to be saved as an action
I often send emails to a list of people, but not a list pulled through RE or NXT. I would like to be able to save that email to each individual's record as an action by being able to select multiple consituents from the RE plugin on my outlook. Ri...1
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Streamline Organization and relationship actions
This is a problem dealing with logging interactions between multiple people within an organization. We work with many different people within an organization like a foundation. We might have simultaneous conversations with the Executive Director...2
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Outlook integration to NXT - Closed Status
I think it would be helpful to be able to mark the status as "closed" when you add an action through Outlook.2