-
RE NXT Logged Actions in Google Calendar: Create a editable Google Calendar entry
In RE NXT you can create a Google Calendar entry through the Constituents individual Action record. It would be extremely helpful to be able to customize what RE NXT auto generates for the event entry in Google Calendars. For example, if I were to...1
-
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
-
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
-
Add Workflow Based on Opportunity List
Currently we can only add workflows dynamically to a constituent list. It would be helpful to be able to add workflows to an opportunity list, in order to get that expanded filtering ability.0
-
Create an Opportunity within an Edit Action and/or Create an Action within an Edit Opportunity
To improve the work-flow of our Major Gift Officers and reduce the steps they must take, we would like to see the ability to create Opportunities directly from an Edit Action so a MGO can enter a Meeting Action and immediately link it to an Opport...0
-
Add "Assigned by others" and "Tagged" in the Actions section on the Work Center Overview tab
Fundraisers need a way to be notified (other than email or word of mouth) that they've been tagged or assigned an action. This isn't something they should have to filter a list to find out. At the very least, it should be one of the highlighted nu...0
-
apply a single action to multiple records
There are instances when one action relates to more than one constituent, such as when a volunteer is working together with a fundraiser to cultivate a prospect. In this example, we want to track the activity in the volunteer's record and the pros...0
-
Add Contact Name in Constituent Record while in Actions
I often have multiple contacts under one record or need to update an old contact name to a current one. I would like to be able to add names in this field & select them to correspond to the action.0
-
Add a report for upcoming NCOA updates generated by AddressFinder in NXT Web view.
We are finding that some of the automatic updates are changes that we would like to eliminate before the update is made.0
-
Include Action Priority in Outlook Plug-In
We use action priority and it creates extra work for fundraisers to use the Outlook plug-in then open NXT and add the high priority flag0