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Put back the Action Customized fields in RE NXT Outlook integration
In the recent "improvements" our ability to use custom fields in Outlook integration has been removed. Our provided work around was to direct our users to DB view. BB told us on implementation to keep users out of DB view. Now I'm confused how to ...0
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Enter one action in for both constituents in a couple
It would be great to be able to add one action on a record and have a button or option to click Add Action to Relationship and have a drop down menu for choices of relationship. This way you are not having to copy and paste into several constituen...0
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Note/Action added by box
We have multiple people working with the same constituents. We need to be able to track who added information to a file. Therefore it would be useful to have boxes in both the notes and actions records where the name of the person entering the rec...1
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Allow fields in actions to be configured as mandatory
It would be very useful to be able to configure the Assign To field of actions as mandatory, to facilitate reporting on this field without onerous housekeeping procedures. Almost every field in can be configured as mandatory in the database view, ...0
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Under Constituent view, please bold the action Summary Line to differentiate from the body of the note
Would be useful as currently the summary and the body of the note (ie where contact reports would be placed) merge together with no clear difference between the two. It is a bit distracting and should be a quick fix to bold or underline the summar...0
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Connect proposal to action regardless of where you click 'Add Action'
When you click 'add action' from the Action tab you aren't provided the proposal field. But that field is available when adding action from the proposal tab. I suppose I understand the logic, but it makes more sense for the add action screen to ha...1
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Completed Action Status Indicator
I would like to see some kind of flag on the Action Statuses that I have set up as "completed" statuses. If a fundraiser is adding or editing an action and wants to mark it completed, it would be helpful to have some kind of icon/colour-differenti...0
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Globally assign a fundraiser to existing actions
It would be helpful to be able to use the global change function to assign a fundraiser to a query of actions. I believe there is a way to do this through the import function, which is better than going through the actions manually, but the global...0
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Being able to minimize or move around an action/task form to access information from the constituent record
I have found that when creating an action/task, I have to completely exit out and start over because I need to reference information from the constituent record. For example, double checking on gift history, confirming what phone number I used, ch...0
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SMS marketing
Have a feature like email marketing that can be sent trough SMS.0