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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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Ability to trigger an alert for major gifts over a certain amount
Major Gifts Officers, Development Managers/Professionals would be alerted to gifts above a certain amount and then be able to create actions for those gifts.0
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Allow additional constitutents to be added as participants to an action
Currently in RENXT a constituent must be marked as a fundraiser in order to assign them to an action. However, we have many non-advancement staff or faculty members that take part of important meetings and can not accurately reflect their role in ...0
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RE NXT and Outlook plugin improvement
In this scenario, our ultimate goal is to ensure that an Individual’s name and their company show up as options when we track an action in RE NXT. In regards to tracking actions in Raiser’s Edge, the barriers for our team specifically are that th...0
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Move the Assign to Fundraiser option to the top of the Action Details tab when creating a new Action
Fundraisers tend to miss the "Assign To" option at the bottom of the tab when creating new Actions. Moving that up to the top of the screen would help them to ensure they are selecting an option when adding a new Action.0
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NXT Gmail PlugIn: Add Status as Completed
It seems like the NXT Gmail Plugin adds the completed date in the Action, but it doesn't mark the status as completed. Consider adding Completed.1
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Option to schedule an Action Track "before" the assigned date.
We are able to schedule action tracks days, weeks, months, after a specific date. But not able to schedule an action "before" a specific date. Example: schedule an email to go out 2 weeks before a graduation date.0
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Adding Custom Fields to the Action Lists output in NXT
Blackbaud's webinar on Actions touts using Action Types combined with Action Attributes/Custom Fields, but NXT doesn't output Custom Fields. Please, please, please make that available soon.0
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Add custom fields to Blackbaud for Outlook
Custom fields are used to track certain things in actions, so it would be great if our team could add custom fields directly in Blackbaud for Outlook, rather having to go back into the action afterwards to add the custom fields.0
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Update SKY API to allow importing the Phone number field in an action
We use Omatic to bring in actions to describe donor thank-you calls. (Dozens of these are done at a time, so it really isn't feasible to manually enter each one.) Many of our donors have multiple phone numbers on file, so it would be helpful if th...0