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Remove people from a workflow without copying/deactivating/editing/reactivating.
It would be useful to take people out of a workflow without going through the whole process of deactivating it and editing a copy. For example, if I add an email I've built to the workflow, and they opt out and don't want to be contacted by us any...0
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Action Types?
HI BB Community-- We're cleaning up our tables and wondering if anyone has an outline on action types they are using? I'm trying to clean ours up, but would love to see some of the basic action types (not org specific) others are using.0
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Add a column to action report in NXT allowing the ability to sort by who did an action on a record
Not all donor files will have an assigned fundraiser however anyone could add action as we are moving prospect towards becoming a donor and possible major gift donor. As the CDO, I'd like the ability to see at a quick glance who entered the action...0
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Email Address default onto Action Record
To effectively leverage the Outlook/Raiser's Edge NXT integration, it would be great to have an the email address populated on the action record upon saving the action. This allows users to know the constituent's email address used, when the const...0
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Show more than the last 20 actions on the tile.
Would like to be able to see all actions on the tile (not just the last 20) vs. having to click "actions" to see the full list.0
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Batching Actions for Fundraisers
For organizations that use Actions for pipeline activity, it would be great for fundraisers and assistants to batch Actions instead of entering them one by one.1
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Action
Ability to email from the action, so the body of the email is actually saved in action description0
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"Work with Actions" hyperlink to view all actions for a constituent in a single screen
The "Giving History" tile gives me the option to "Work with Gifts" and opens a separate window with all gifts for easier viewing. I'd love to see a "Work with Actions" link that opens a window to view all actions - the 20 currently displayed five-...3 Already exists
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Emails to donors add note or action to donor record
Emails sent to donors add note or action to donor record, when that donor record has the to email address on it, and a blind copied Raiser's Edge-user-specific email address is added.0
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2FA that Org Admins can actually manage
Wow, who would have thunk it. A way for admins to enforce or reset 2FA when users have issues. Or even better, prevent users from disabling it. Or even better, knowing who actually has it enabled. Yes, I know Blackbaud is about to enfore it from t...0