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Ability to add custom fields in ACTIONS in RE NXT
Allows for fundraisers to choose from a dropdown and helps facilitate more accurate data entry and capturing details about a donor. I want to add boxes to be checked off: Area(s) of Interest: Athletics Arts Capital Endowments Professional Developm...1
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Actions tab in Event Module
We use the actions tab for ALL of our events (over 300 annually) in db view, but now I see there's no action tab in web view, and there's no longer training for db view. Without actions, we have to completely change the way we manage events - why ...0
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Add the same action to all constituents in a list. (Global add actions from lists)
From a constituent list it would be useful to be able select all or some constituents from the list and then add an action which will be saved on everyone's record rather than manually adding individual actions when its the same action. Like a glo...0
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Assigned actions to also be recorded in the fundraiser's constituent record not just Work Centre
Any actions that are assigned to a fundraiser should not only show up in the Work Centre but also be recorded into the fundraiser's constituent record.0
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Add Campaign and Appeal filters to Workflow Designer
Should be able to select campaign and appeal. My ED wants to be able to call everyone who gives a certain $ amount for a certain campaign. I setup a workflow to create an action on the record and present her with a list of donors. Unfortuantely, s...0
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Set Conditions for Workflows BEFORE Actions/Emails
For example: A gift is made > Condition = 3 days have passed > Send workflow email When I asked ChatSupport about this, this is the response I got: " As we have checked the condition which you have applied is applied after the email, we need...0
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Add TEXT as an Action Category
No description provided5
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Future Action Notification on Home Screen & Record
It would be helpful to have a persistent notification on the home screen for scheduled future actions. Currently, the notification disappears when clicking on the bell icon. It would be nice to have these upcoming tasks visible on the home screen ...0
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Add Text Message as an option on the Action menu
It would be nice to add Text Message as option on the Action menu, along with Email, Phone, Meeting, etc.6 Reviewed: Voting Open
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Ability to close out actions that are not complete, but inactive or cancelled
We have some actions that will not be completed and that we consider inactive or cancelled. We created statuses to indicate this, but they continue to show as open or past due because they haven't been marked as completed. We do not want to show a...1