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Add Completed Date field to Outlook Extension
Currently you can only update the original date of an action in the Outlook extension, but the completed date defaults to the date you save the action--even if you're recording the action much later than you completed it. You have to take the addi... -
Action notifications for users not assigned to the action
Sometimes you need to notify other User/Solicitors that an action has taken place. I get that you could add to calendar and send then the email but it takes to many steps. Thus should be as quick and easy as it is in RE7 Database view. This is a f...Reviewed: Voting Open
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Ability to link actions to inactive opportunities in Web View add "show inactive" option
Currently, the web view displays only active opportunities when linking actions. It is essential to allow users to see and link actions to inactive opportunities by providing a "show inactive" option, since some actions might need to be linked aft... -
Ability to Add Action Tracks in NXT Webview
It would be helpful to be able to add and use action tracks in Webview. I found a help article to set up a workflow instead but our version only lets us setup an email workflow. We use many action tracks for different parts of our programming and ...Reviewed: Voting Open
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Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.Reviewed: Voting Open
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Add actions to outlook calendar based on the fundraiser in the action
We need the ability to automatically add all actions to the fundraiser(s) calendar. We already add the user name in security, this should not be difficult to add. We already have the ability to add an action to our own calendar. Just needs to be e... -
The new Raiser's Edge NXT for Outlook app needs the capability to add a fundraiser
Without being able to add a fundraiser to the new Raiser's Edge NXT for Outlook app it makes the data inconsistent and unreliable when utilizing actions under analysis in NXT, which is based off of connecting the fundraiser to the action.Reviewed: Voting Open
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Follow up Action item capability
It would be useful to have automatic 'reminders' of follow up to items input into blackbaud, so that I can remain in contact with donors on timely matters.Reviewed: Voting Open
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Make custom fields (attributes) available in Insight Designer.
What's the point of having custom fields for your donor records if you can't quantify the data? Example: I created a custom field for an action that tracks a specific circumstance that can apply to different action types. It would be helpful to be...Reviewed: Voting Open
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View all note text in Action edit view
The note field box is relatively small when trying to add additional information. Scrolling through trying to find the area that needs to be edited can be frustrating when there is a lot of text in the note. Expanding this box would be very helpfu...
