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Allow a character limit on an attribute for an NXT form
No description provided0
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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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Integrating Email Notifications in Fixed Asset Management Action Filed
I’d like to suggest integrating the “assigned to” field in the Action section of the fixed asset card with the “assigned to” email. Currently, individuals must access the specific asset card to see the actions they need to perform, which undermine...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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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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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 "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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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 Text Message as an option on the Action menu
It would be nice to add Text Message as option on the Action menu, along with Email, Phone, Meeting, etc.6 Reviewed: Voting Open