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Increase functionality for Workflows in NXT
Make an unlimited number of characters for notes in workflows and also include the ability to include media0
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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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Outlook Plugin- Append previous action
I actually saw something similar on the idea board but it was from almost 2 years ago so I thought it would be good to suggest again. It would be great if we could select whether to create a new action or append a previous action when we use the...0
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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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Creating a Special Action Category
- Highlights the important milestones without having to click through pages of material0
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Notify Primary Solicitor When Another User Creates An Action
No description provided1
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Add attachments in massive actions
Add the option to register massive actions in the web view and also that files can be attached0
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Make All Fundraiser Actions in RE Webview Viewable in a Calendar Format
Right now, we have the option for an individual fundraiser to view their actions in their outlook calendar. However, it would be great from a management perspective to be able to see all fundraisers' actions in a calendar (vs. Excel or list) view.0
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Last action by specific fundraiser
Wanted so that fundraisers can know when their last touchpoint with a donor was. Currently, asking for "last action" brings up the last action taken by the organization. For example: Fundraiser Action Date Action Category John Smith February ...0
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Add the campaign selection to the Blackbaud for Outlook add-in.
This feature would eliminate the need to go into the database to identify which campaign the email belongs to. Currently, I can use the add-in to transfer emails, keep a list of all entries, open the database, search constituent names, search acti...0