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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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Action - Next Step Reminder
If Next Step Task is needed when adding an Action, it would be helpful if a Reminder notification was sent to the RE Home Page of the person Assigned the task. This would be the individual selected in the Assign To box.1
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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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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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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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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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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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The ability to sort Action NP types in NXT that are attached to one Action
I posted this on FB Users Group: Does anyone have a workaround for reordering Action Notepad Types on Actions? Basically, an Action that has more than one NP type. You can't see the original NP type in webview (NXT) We want the original NP type to...0