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Search and Edit Uncompleted Actions in Outlook Plugin
It would be nice to open unfinished actions in the Outlook plugin. I often assign actions for the future or for other teammates. Then once they complete the action and add from outlook, there is a duplicate. It would be great to see all unfinished...Reviewed: Voting Open
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Add Relationship contact's emails to actions for Orgs in NXT view
When assigning actions in the RE database view, you are able to select the email address for a specific contact person listed on the relationships tab of that organization. The email address does not populate and is not available to select in the ...Reviewed: Voting Open
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Streamline Organization and relationship actions
This is a problem dealing with logging interactions between multiple people within an organization. We work with many different people within an organization like a foundation. We might have simultaneous conversations with the Executive Director...Reviewed: Voting Open
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send text message from mobile number in constituents contact information
Enables fundraisers to have their meaningful connections via text message record in the constituents ACTION list. And it makes the process more efficient to send a text message to a constituentReviewed: Voting Open
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Should be a way to recover deleted emails.
I was working on a draft email in OLX and accidentally deleted it. Very surprising that there's no way to recover a deleted email.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.Reviewed: Voting Open
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Add initiator to Action records in Web View
Add an initiator to easily audit what user generated an Action record in Web ViewReviewed: Voting Open
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Make "Edit Action" box parallel to "Add Action."
Unlike the Add Action box, the Edit Action box, when accessed from Action Lists, does not include Custom Fields or Attachments. In our implementation of NXT, Custom Fields often need to be edited.Reviewed: Voting Open
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List of actions for the day sent to email
Get notices in email of what actions need to be done that come up that day.Reviewed: Voting Open
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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 ...Reviewed: Voting Open