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change the color/symbol of the "high priority" icon for an action
Whenever I see that red circle and exclamation mark I think "something is wrong or bad." In our culture in many ways red has bad connotation: red light = stop, negative cash in bank account is red, flashing red lights on fire trucks, etc. Green fe...1
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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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Checks V.S. ACH/Online Payments
You should be able to tell the system whether you want a check or if you paid something online.0
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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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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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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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Action List - Allow list by "Past Due"
It would be great if we were able to create an exportable actions list (includes constituent IDs) that can be created by status = "Past Due" and contains the amount of days/time past due. This would be beneficial for the MGO to view those constitu...1
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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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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