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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.
Created 16 Jun 16:03 by Thomas Ziemnick
Actions
5
Reviewed: Voting Open
52
Vote
Designate fundraiser type in Workflow Designer
Our prospects often have multiple 'fundraisers' assigned at different levels for various lengths of time, but only ever have one Gift Officer. It would be great to be able to distinguish between solicitor types when creating workflows. I could als...
Created 17 Apr 18:43 by Crystal Shreve
Actions
5
Reviewed: Voting Open
25
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Add TEXT as an Action Category
No description provided
Created 11 Nov 17:24 by Barb Buckmiller
Actions
4
37
Vote
Allow all action fields when adding an action with a workflow
Currently actions added via a worflow do not have a Status, despite that fact that Status is a required field in our database. It seems pretty obvious that Status should be an option when adding an action with a workflow or perhaps we could set an...
Created 07 Jul 02:35 by Catherine Burns
Actions
2
Reviewed: Voting Open
64
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Provide option to edit custom fields in actions as well as see custom fields in list view
This attribute provide much more detail that we can query on identify trends/analytics around this detail. Relationship managers cannot see this critical information currently.
Created 11 Jul 16:29 by Guest
Actions
7
2
Vote
Actions: In Web View, filter and show a specific relationship
We would like to have the ability to show all the actions of people that are related to a specific person or relationship type.
Created 12 Mar 23:13 by Catherine Sumner
Actions
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52
Vote
EAP - Marketing Email - Emails added as an Action
Hey team, I'm on the EAP for the new NXT Marketing Email functionality. So far the interface is great and the functionality all seems to be working fine. One thing I have noticed is that sent emails aren't linked to the constituent records. If ...
Created 17 Aug 01:28 by Jay Westfold
Actions
11
3
Vote
Workflow Select Criteria Gift Amount Between
Please add a gift amount drop down option for between. Then you can choose a donation range rather than only allowing great than, less than or equal to. We like to add a thank you call action using a workflow but are limited by the gift amount res...
Created 25 Jan 00:22 by Wendy Muir
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38
Vote
Add notifications to fundraisers that an assigned constituent has registered for an event
They would like a notification that an assigned constituent has registered for an upcoming event. Then a text message is sent to the solicitor/fundraiser when the constituent checks in at the event.
Created 29 Jul 15:19 by Guest
Actions
0
Reviewed: Voting Open
46
Vote
Ability to export the Notes when pulling an Action list
It's not currently possible to export the Action Notes themselves directly from NXT, but it can be viewed in the NXT report. It would be helpful to be able to export this information.
Created 29 May 13:19 by Guest
Actions / Lists
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