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Allow fields in actions to be configured as mandatory
It would be very useful to be able to configure the Assign To field of actions as mandatory, to facilitate reporting on this field without onerous housekeeping procedures. Almost every field in can be configured as mandatory in the database view, ...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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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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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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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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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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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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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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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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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