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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 Notes column to constituent's list of Actions
When clicking on # Actions in a constituent's profile page, you're taken to a list of all actions, which is handy. However, it would be useful to also include a column for the Action Notes field, preferable expanded to view the whole note.0
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Make Workflow Tests/Drafts
Create a way to run a workflow "draft" or "test" before activating the workflow. It would cut down on having to cancel a workflow, edit it, run it again but then having to manually delete all the actions that generated from the first activation of...0
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why the action isn't automatically entered when you click on the email address and Outlook is opened
in the older (local) version of RE, i could click on a constituents email, it popped open outlook, sent mail and then through magic, an action was created that had the text of the email contained therein. i could then at a later date, search my se...0
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There needs to be an easy way to track the number of "attempts" to reach constituents
Currently the only way to track attempts to reach a constituent is to add a new action for each attempt to reach. This really clutters the donor file and makes the list of actions much to large We currently use the "custom field" within the action...0
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Allow selection of both Inbound & Outbound for NXT Action Direction
It's often the case that we are tracking a conversation and copying emails into the Action Notes for our records; it would be awesome to be able to check both directions if that is the most accurate reflection of the communications.0
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Ability to see Notepad Description in the Action List on a constituent record on NXT
In current NXT list of actions, Type and Action Summary are repeated. Would be much more helpful to have the equivalent of the database notepad description in the NXT action type list as that is where the action types are sub-divided. If this desc...0
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Download Action Note
All of our action information is listed in the notes, but we cannot access that information if its downloaded. Please help make my job easier and make this an option!!1
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Export Action Summary column in RE NXT when making an Action List - see Article 115350
No description provided2
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Add new 'type' in Notes & Actions and 'category' in Custom Fields
It would be useful to be able to add a new type under Notes and Actions, and a new category in Custom Fields. At the moment this needs to be done in the database view. Having this functionality in webview would speed up the process.1