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Search and Edit Uncompleted Actions in Outlook Plugin
It would be nice to open unfinished actions in the Outlook plugin. I often assign actions for the future or for other teammates. Then once they complete the action and add from outlook, there is a duplicate. It would be great to see all unfinished...1
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When using the "Mark as Complete" button on an action, automatically add a new notepad.
Currently, when you click on the "mark as complete" button, it brings up the latest notepad, which is often a separate incident from the one you're trying to describe. It would be great if clicking Mark as Complete would automatically open a new n...0
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Similar to Outlook addin for actions, create one for zoom
Our organization uses Zoom for calls and texting. Similar to how you can add an addin so that emails sent via Outlook can be saved to an RE action, it would be nice to be able to quickly save phone calls and text messages sent out via our zoom sys...0
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Organization Contacts column in Action Lists
It will be helpful to see the specific contact you had communication with at an organization in the action lists in NXT. This way we can quickly see the communication history and make appropriate decisions about next steps.2
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The ability for one user to add an action to other user's outlook calendar.
It is useful when multiple employees are working with a donor to avoid the need to duplicate work in NXT to ensure the action ends up on both calendars.0
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A function in which you can BCC an email address on an email to a constituent and it will automatically log the email as an action in a constituent's profile
In an email to a constituent, a fundraiser could BCC an email address that forwards the email to Raiser's Edge NXT and logs the email as an action in that constituent's profile. This would make it easier and faster to log outbound emails to consti...0
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Add the Purpose field to Actions in NXT.
I would like to be able to use the Purpose field to tag actions specific to certain appeals etc. There is a way to do that through Opportunities, but adding actions there is cumbersome.0
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View letters saved as an Action in the NXT view
It would be great to view a letter while in the NXT view, rather than going back to the database view.0
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Copy Action to Constituent List
No description provided0
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Ability to "mention" a coworker in Notes section of Actions
Would like to be able to @ a coworker in the Action Notes section and have them be able to see that (somehow) on their Work Center, without adding them as a full Action Assignee0