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Expand Workflow Conditions to Include Custom Fields/Attributes
It would be great if we could bypass clunky lists that need regular updating by building more conditions into Workflows. For example, if we want an email about match gifts to be sent automatically 3 days after a gift is processed, BUT only if the ...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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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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Add TEXT as an Action Category
No description provided5
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Include "Note type" in the Add Action form
When adding an action note on RE NXT I would like to give the action note a type. In order to do this I have to save the action and then add the note. Please include note type in the add an action box. Because fundraisers cannot choose the note ty...3
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Allow actions to be linked to more than one opportunity
Our major gifts team will often meet with a donor about two distinct opportunities in one meeting. For example, the donor might have a proposal for a planned gift and another proposal for an event sponsorship. It would be helpful if they could wri...0
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Associating an Action with a contact
Right now, you cannot associate an organization's actions with a contact. This is something pertinent for our C&F team to be able to use NXT5 Already exists
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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
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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...3 Reviewed: Voting Open
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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...8 Reviewed: Voting Open