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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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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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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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Notify Primary Solicitor When Another User Creates An Action
No description provided1
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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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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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Action Categories - distinguish between Video Call and Phone Call
Ability to distinguish between video and phone calls in action categories (we reserve the 'meeting' action category for in-person meetings). Instead of Task/Other, break those two out, where "other' could be used separately for Texts or social med...0
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Add action attribute filter to action lists
Please add the ability to filter and sort action attributes on the NXT action list, and see the attribute column in the action list. -
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