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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 Action Note Type field to NXT (exists in Database View already)
We report on actions by note type, but this field is always blank whenever the actions are entered via NXT. Please add it as a visible field in NXT Action records and allow the option for us to make it a required field for our organization.0
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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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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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Ability to create automatic follow-up on actions
Currently there is no way to create follow-up to actions. Currently, the action needs to stay open and push the date back until the action is finished, or a second actions needs to be manually created to follow-up on the first action1
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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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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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Workflows that can assign an action to a person more than once
When you set up a workflow to assign thank you actions for gifts, the action can only be used once per constiuent. Can we make it so that one workflow can send many actions to a constituent? It is incredibly time consuming to make new workflows to...0
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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