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Workflows for checks received.
I was trying to create a workflow for when we receive checks. There is not currently an option for that - that is frustrating as our average donor is older and prefers to send checks.0 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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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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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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Include Action Priority in Outlook Plug-In
We use action priority and it creates extra work for fundraisers to use the Outlook plug-in then open NXT and add the high priority flag0 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 "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
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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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Automatically add fundraiser to action being entered for themselves.
If it could be an option for the fundraiser to automatically be added for an action they enter it would be one less click for adding an action. The more simplified data entry for actions can be the more likely people will enter them and make less ...1 Reviewed: Voting Open
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BBMS Transaction Details - Printer-Friendly Version
When searching for a specific transaction under BBMS and you can right-click to see the details to share the details it would be helpful to have a printer-friendly version of the details.0 Reviewed: Voting Open