-
Action status in RENXT actions to flow to Database View
I am currently attempting to run action reports based on the status of the action (i.e., completed, not completed, pending). The report does not give an accurate representation because when solicitors add action from NXT it does not have an "actio...0
-
Import calendar events as actions
Just like how you can export an action as a calendar event, it would be great if we could import a calendar event as an action. That way a solicitor who works on the run could create events in the calendar that could be uploaded as-is to raiser's ...0
-
Ability to change the date order of Action Notes
We need top be able to see the most recent Action Notes at the top of the list of Action Notes within an action. We create multiple action notes within an action, related to the various attempts to complete the particular action. The Action summar...1
-
Allow any employee with the Gmail add-on to upload emails to copied donor records (even if they aren't the original sender)
As I play around with the Gmail add-on for RE NXT, I notice that as an email recipient, I can't add an email chain to the record of a donor copied on that chain - only the sender can add an email to a donor record. It seems like any employee of my...0
-
Format of Action Notes - Outlook
The Blackbaud for Outlook tool is very useful, however I have found that the formatting of action notes does not carry over to NXT very well. Specifically the paragraph breaks. After you add an action from Outlook with notes, then go to view the...0
-
Include Action Summary Line when adding an action to Google Calendar
When we add an action to our Google Calendar, it does not include the Summary Line. Our team uses this line for future actions to remind themselves of what they should be doing, and then using the notes section to describe in further detail the ou...0
-
Security: Manage Users Ability To See Other Actions on Analyze Tab
Please create a way (similar to the "change fundraiser" drop-down in workplace) that allows us to limit the view of other team member actions. Right now our users either see the actions tab and can see all of our users or actions or we have to rem...0
-
Voiding Invoice Option instead of Deleting Invoice
Voiding checks for invoices is simple and automatically reverses the transaction but only in the checking and payable accounts. When deleting an approved invoice, it only removes the invoice and does not clear out the distributions that have been ...0
-
Have full access to editing an existing action from three dots
I know there are a variety of ways to navigate NXT. It would be handy to ALSO have all the options available for editing when accessing an existing action via the three dots on the left. Specifically, I was in an existing action and wanted to add ...0
-
Email Compatibility with Office 365
Currently our office uses Office 365 and we cannot create an email by clicking on the email address in RE and make an action via that email using Raiser's Edge. It was able to do this with earlier Office versions.0