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RE NXT Logged Actions in Google Calendar: Create a editable Google Calendar entry
In RE NXT you can create a Google Calendar entry through the Constituents individual Action record. It would be extremely helpful to be able to customize what RE NXT auto generates for the event entry in Google Calendars. For example, if I were to...1 Reviewed: Voting Open
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Add a checkbox to actions for flagging meaningful connections
Since meaningful interactions can occur via various methods (not just in person visits) it would be helpful for fundraisers to easily flag actions that meet this criteria. We have used different action types in the past but it would be easier (for...0 Reviewed: Voting Open
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Ability to permanently set filter settings for overview actions
It is currently not possible to set the "Actions" filters to whatever range of upcoming actions that the fundraiser wishes to see within the Overview tab in a fundraiser's work center. Right now the "Upcoming Actions" have a "this week" filter tha...0 Reviewed: Voting Open
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Restore deleted events/constituents
Make it possible to restore events or constituents that were accidentally deleted.0 Reviewed: Voting Open
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custom fields available for exporting
It is really challenging that status overrides status code in RE NXT actions. A suggestion was to use a custom field for attributes to an action. For example if one part of the action is pending with a donor (awaiting submitted grant proposal deci...0 Reviewed: Voting Open
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1. A report of the attachements on the webview. 2. Add donors with specific gifts from a saved list to an even, no one by one. 3. Be able to change or swift gift from an individual to an organization
No description provided0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Add Contact Name in Constituent Record while in Actions
I often have multiple contacts under one record or need to update an old contact name to a current one. I would like to be able to add names in this field & select them to correspond to the action.0 Reviewed: Voting Open
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Please add Contact field back to Actions and Proposals
Our gift processor looks at actions and proposals to verify who the solicitor is working with when sending correspondence.5 Reviewed: Voting Open
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Add "Assigned by others" and "Tagged" in the Actions section on the Work Center Overview tab
Fundraisers need a way to be notified (other than email or word of mouth) that they've been tagged or assigned an action. This isn't something they should have to filter a list to find out. At the very least, it should be one of the highlighted nu...0 Reviewed: Voting Open