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Be able to update Gmail conversation threads in the same action
This is for the Blackbaud plugin for Gmail (I am not sure if it applies to Outlook). Assume you e-mail a prospect and you save the conversation (all is well on their record). However, if the donor responds back - creating a conversation thread -...0
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Filter open actions by pending, ongoing etc
We can filter actions in workcentre by open, past due or completed, but open includes all open actions, like those marked open but pending or ongoing. I'd like a way to just see open actions, not those pending, so that I know which I need to actio...0
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Custom Fields on Initial Action Screen
We can now access Custom Fields on Actions, but they are only accessible once the action has been saved and re-opened. I have some employees who will start to enter Custom Fields on Actions, and it would be helpful if they were accessible from the...0
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Outlook add-in to work with specific e-mail types (eg. Work, home, secretary vs email, email1, email2)
If we change the e-mail types from Email, Email1, email2, etc to more descriptive e-mail types such as work, home, secretary, daughter, etc then the outlook integration can not find the e-mail address and does not work.1
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Description field in payables needs to allow more characters/ increase the length of the description box
Some vendors have alot of items on invoice...please increase the description box to allow for a better description of items purchased0
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Workflows: Specific person if no solicitor
When you create a workflow, you can assign to first assigned solicitor, all assigned, or one specific. It'd be extremely helpful to assign to solicitor(s) and then a specific person if no solicitor is assigned. Helps with unassigned therefore inco...0
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URGENT - Action Start and End Time fields are not populated when using the RENXT Outlook Add-In
When I initiate an email very often that is the beginning stage of an OPEN action and the fact that NXT assumes that the email is COMPLETED is counter intuitive especially when I change the status to pending NXT actually changes the status to COMP...0
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Past due status for actions to pick up on time not just date
Currently actions are only marked as 'past due' if the day has passed and not the time. It would be helpful for actions (esp meetings) that are due today but have been missed to be flagged up0
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Show gifts that result from completed actions
We have a caller who makes calls to thank donors for gifts. We'd like to be able to easily report on gifts that come in as a result of the thank you action.0
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Move action to different constituent
Create the ability to move an action from one constituent to another, similar to the ability to do with with gifts. It's not uncommon for our gift officers to add an action to the "wrong" spouse's record. Right now, my options are to recreate manu...0