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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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custom fields available for exporting
It is really challenging that status overrides status code in RE NXT actions. A suggestion was to use a custom field for attributes to an action. For example if one part of the action is pending with a donor (awaiting submitted grant proposal deci...0
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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
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Workflow designer creating multiple actions for same constituent
Workflow designer currently limits the number of times it will be triggered for a particular constituent. Workflow designer could be used as a way to automate the creation of actions for fundraisers to thank constituents when they give. However, w...0
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the ability to delete an action in NXT
Should be able to delete an Action in NXT so when a donor cancels a visit, etc. there is something to do with that action.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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Either have a social media action category or allow social media links to be used as an email address under email actions.
Gift officers are contacting constituents via a variety of means, and keeping track of how is important for determining responsiveness and preferred methods of communication. Since social media links can be attached to the constituent profile, it ...1
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Integrate Actions for events from Database view to NXT
It would be really helpful to have actions set up on an event visible on our NXT actions tab so that we are not having to use database and nxt actions tabs seperately0