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73
Vote
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...
Created 29 Nov 16:06 by Tina VanDyk
Actions
3
2
Vote
Integrate text messaging into actions
Like we can update emails directly into RE from Outlook it would be nice to do the same with text messages
Created 12 Jul 14:51 by Guest
Actions
0
95
Vote
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 NXT
Created 09 Jul 01:53 by Guest
Actions
5
Already exists
29
Vote
Add TEXT as an Action Category
No description provided
Created 11 Nov 17:24 by Barb Buckmiller
Actions
4
73
Vote
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
54
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
41
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
66
Vote
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
Add sort function to Action Note Types in web view
Please add a functionality to sort by Action Note Types in web view. Currently the Notes are not sorted in any particular order and to find a note type you need to filter for them. This works if you are looking for a specific note type but makes i...
Created 01 Jul 22:48 by Sue Lau
Actions
0
3
Vote
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...
Created 22 May 17:23 by Guest
Actions
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