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NXT Action Lists - Add spouse/partner name
Action lists need to provide spouse column option the same as constituent lists- fundraisers need to see both names while reviewing Action lists.1
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View custom fields for actions
Now that we can view "custom fields" as columns for constituent lists, I'm hoping we'll have the ability to do the same for actions?14 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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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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Ability to select Notepad Type for Action Notes when creating the Action in NXT
When adding a new Action in NXT, we can add a Note, but there is no Notepad Type option available. The Note is automatically entered with an "NXT" Type. However, if we save the Action without adding a Note, and then edit the Action to add a Note, ...7
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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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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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In AP, make the word DELETE in red. Presently it looks like an unpaid invoice.
No description provided0
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Add initiator to Action records in Web View
Add an initiator to easily audit what user generated an Action record in Web View0
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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