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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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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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Allow Actions to Initiate a Workflow
The ability to create a workflow based on an assigned gift officer would be helpful. For example, someone adds and action to an assigned prospects record who is not the assigned gift officer, the ability to create a workflow sending an email to th...0
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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
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send text message from mobile number in constituents contact information
Enables fundraisers to have their meaningful connections via text message record in the constituents ACTION list. And it makes the process more efficient to send a text message to a constituent0
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Include Campaign code and Fund code as fill-in options within Actions
We use an action called gift notification to help us identify pledges attached to proposals. We also want to see the campaign and fund code for proper pledge identification.1