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Ability to add any future Action to Calendar
In RE 7 you can add future Email and Mail actions to your calendar as a reminder. This option for these two Actions has been lost in RENXT. We would like to see this reminder return as it is very useful.2 Reviewed: Voting Open
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Allow a character limit on an attribute for an NXT form
No description provided0
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Add a Next Step Feature in Actions
Please add a feature for adding Next Step Actions so that a user does not have to close the current action and then individually add next step actions to a record. Within the Action, this could be a new tab feature, such as the attachments or cust...0
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Default "Action Assigned To" when someone clicks "yes" to the prompt
When a solicitor clicks an email address in RENXT, a prompt asks, "Do you want to create an action?" If yes is selected the action is added to the record without an assigned fundraiser. It would be helpful if the action would default to populate t...0
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With the migration to NXT & Database View going away, please add 'Post to General Ledger' in Raiser's Edge NXT version. It is under Admin in DB view.
We need to learn how to post cash receipts via NXT & the 1st step is to 'Post to General Ledger' in Raiser's Edge before access to DB view is removed.2
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Update Action Category Default
When adding an action in NXT, the Category is defaulted to Meeting. Currently you cannot change this. Allowing a choice of what the default should be would be helpful.1
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Group Location for the administration of tasks in NXT
If a company is lucky enough to have a small group of administrators, to improve efficiency , if fundraisers need their support to undertake tasks it would be useful to have a group location of users to deal with the multiple task requests being s...0
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Be able to assign tasks/actions to non-fundraiser/other NXT user
This would allow admin/data specialists to be assigned tasks to support fundraisers like sending emails, mailing pledge letters, etc. Right now you have to add that person as a "fundraiser" to assign tasks even though they will not have anyone ass...0
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Add the same action to all constituents in a list. (Global add actions from lists)
From a constituent list it would be useful to be able select all or some constituents from the list and then add an action which will be saved on everyone's record rather than manually adding individual actions when its the same action. Like a glo...0
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Allow actions to be linked to more than one opportunity
Our major gifts team will often meet with a donor about two distinct opportunities in one meeting. For example, the donor might have a proposal for a planned gift and another proposal for an event sponsorship. It would be helpful if they could wri...0