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Display and Filter Action Lists by Campaign and Fund
Campaign and Fund fields are now available on actions in webview, but they have not been added to Action Lists so cannot be used to display or filter lists. To encourage people to enter data they need to be able to use it later. These fields are a...0
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Add "Delete Action" as one of the options in the "more" menu when viewing Action Lists in the Work Center
It would be helpful to add the Delete action option to the more (3 dot) menu when viewing an Action List in the Work Center. We have actions that are automatically created based on a workflow, and frequently these can be deleted or are not applica...0 Reviewed: Voting Open
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New Action Prompt
I'm looking for a prompt to create a new action as you complete the previous one. Available in database view under user options - prompt to create new action. We want to help our philanthropy team proactively create next steps with their portfolio.2 Reviewed: Voting Open
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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...3 Reviewed: Voting Open
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Add Action Tracks to NXT
This is the primary way our organizations adds a series of actions to complete for our new employee and retiree giving plans. It would be near impossible to execute what we're currently doing with the current workflow set up in NXT. There isn't an...0 Reviewed: Voting Open
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Enable association of Action Types and Action Categories
It would be helpful to associate specific Action Types with discrete Action Categories, allowing gift officers to have a smaller drop-down menu of Action Types only available when a particular Action Category is selected.0
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Log email communication in the constituent record Action record when generating email from RENXT
It is still necessary to go back and edit the Action record to add the email Subject line and content of email. This should be a feature for anyone using RE/NXT.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Removing Individuals from Workflows
We need the ability to remove constituents from a workflow. There are already several ideas about this shared, but in my case I want to be able to use workflows for the recurring gift decline series the way I use action tracks in Database view. I ...0 Reviewed: Voting Open
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NXT Action Lists - Add spouse/partner name
Action lists need to provide spouse column option the same as constituent lists- fundraisers need to see both names while reviewing Action lists.1 Reviewed: Voting Open