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View custom fields for actions
Now that we can view "custom fields" as columns for constituent lists, I'm hoping we'll have the ability to do the same for actions?Reviewed: Voting Open
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Filter actions by action custom fields
When viewing the full page of actions from a constituent record, it would be helpful to have more filter options available. The current options are to filter by action category, action date, action status, action type, and fundraiser. We use a num... -
Allow users to set the Completed Date separately from the Action Date when creating actions through the Blackbaud Outlook Add-in.
When logging historical emails, users can adjust the Action Date, but the Completed Date is automatically set to the date the action is created. This can make action records appear misleading when viewed later. Adding an option to edit the Complet... -
Ability to add any future Action to Calendar
In RE 7 you can add future Email and Mail actions to your calendar as a reminder. This option for these two Actions has been lost in RENXT. We would like to see this reminder return as it is very useful.Reviewed: Voting Open
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Automatic Emails to Fundraisers when an action is created.
When you assign an action to a fundraiser, they receive a notification in the top-level navigation. Each notification includes a link to the action which the fundraiser can use to view details, including who assigned it to them. However, the syste...Reviewed: Voting Open
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Actions and MS365: Make it possible to add an Action to multiple 365 user calendars
At present, if you add an Action to be completed by a different member of the team, RE will add the Action to the Outlook calendar of the person adding the Action and NOT to the Outlook calendar of the person to complete the Action. This is not he...Reviewed: Voting Open
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Enable Reopening Completed Actions in Webview
Currently, in Database View, you can uncheck the “Action completed on date field” box to mark an action as open again. However, this functionality is not available in WebView, which means there's no way to reopen a completed action within that env...Reviewed: Voting Open
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Add 'Appeal' field to Actions
We can of course input the Campaign against actions, but for some reason you cannot with appeals. This would be so much more useful to have appeal rather than an overarching campaign. We want to be able to report on performance and efforts that ha... -
add reminder to actions on WebView
i would like to be able to add reminder in actions and i would also like to be able to post to google calendar from the database view when i add an actionReviewed: 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...Reviewed: Voting Open
