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Allow option to combine Notes and Actions into one tile in RE NXT
The "Notes and Actions" tile worked really well for our organization, and I would love the option to go back to that in RE NXT!0 Reviewed: Voting Open
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Add the Purpose field to Actions in NXT.
I would like to be able to use the Purpose field to tag actions specific to certain appeals etc. There is a way to do that through Opportunities, but adding actions there is cumbersome.0 Reviewed: Voting Open
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Allow default category to be changed for NXT actions
Instead of having the default be "meeting" we would like the default to be "task/other." The majority of actions that we are adding/tracking aren't necessarily meetings but are follow-ups from meeting/emails/etc. and that would fall under "task/ot...1 Reviewed: Voting Open
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Add an Action when a gift statement is sent in NXT
These statements are sent (currently) without the ability to preview them, and they are also not recorded in a constituent's record. This is poor record-keeping; we need to be able to preview receipts & statements and have a record in a donor'...0 Reviewed: Voting Open
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Expired Action Status
Wouldn't it be great to have an action status of Expired for those actions you added to RENXT but forgot to do and now time has passed and the action cannot be completed. Ex. sending a birthday card is time sensitive, its helpful to know the prosp...0 Reviewed: Voting Open
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Mark Actions as "Stale" or "Canceled" - or an option in between Open and Complete
We need to be able to mark Actions so they don't show up in the Work Center, but without deleting them or marking them "Complete". We use the simple On/Off switch for Action completeness (either it's complete or not) because using the Action Sta...0 Reviewed: Voting Open
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Ability to filter on multiple action types at once in the actions tile on constituent records
This way people can look at specific (and multiple) action types on a constituent record, not just within a list.0 Reviewed: Voting Open
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Allow selection of both Inbound & Outbound for NXT Action Direction
It's often the case that we are tracking a conversation and copying emails into the Action Notes for our records; it would be awesome to be able to check both directions if that is the most accurate reflection of the communications. -
Have full access to editing an existing action from three dots
I know there are a variety of ways to navigate NXT. It would be handy to ALSO have all the options available for editing when accessing an existing action via the three dots on the left. Specifically, I was in an existing action and wanted to add ...0 Reviewed: Voting Open
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Email Compatibility with Office 365
Currently our office uses Office 365 and we cannot create an email by clicking on the email address in RE and make an action via that email using Raiser's Edge. It was able to do this with earlier Office versions.0 Reviewed: Voting Open