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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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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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Export Action Summary column in RE NXT when making an Action List - see Article 115350
No description provided2
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Add the Purpose field to Actions in NXT.
I would like to be able to use the Purpose field to tag actions specific to certain appeals etc. There is a way to do that through Opportunities, but adding actions there is cumbersome.0
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Add note option for Gmail for Blackbaud
Instead of just having the option to add an email as an action to RENXT, it would be great to the option to add an email as a note as well.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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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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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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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