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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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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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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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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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Add "Texting" as an Option for Action Details
Texting is a mainstream way to communicate with our donors but is not an option that is present to select or that can be added when creating an action.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
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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