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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 "Texting" as an Option for Action Details
Texting is a mainstream way to communicate with our donors but is not an option that is present to select or that can be added when creating an action.0
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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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Journal entries: Should be allowed to insert a line wherever needed- not just add at the end.
When copying a journal entry, it usually needs to be modified. There should be the ability to insert a line where the user wants it- not just at the end. This can also happen with a new entry- sometimes you just miss a line and need to insert it. ...0
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Work Center and List Filter for Last Action to be Fundraiser Only
In the Work Center and in Constituent List, we need a filter so our Fundraisers can see ONLY THEIR Last Actions and not the Last Actions of someone else, marketing, etc. When they are working a List, they need to see when THEIR Last Action was. Ex...1
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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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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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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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Add TEXT as an Action Category
No description provided4
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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 messages0