-
Allow any employee with the Gmail add-on to upload emails to copied donor records (even if they aren't the original sender)
As I play around with the Gmail add-on for RE NXT, I notice that as an email recipient, I can't add an email chain to the record of a donor copied on that chain - only the sender can add an email to a donor record. It seems like any employee of my...0 Reviewed: Voting Open
-
Adding Custom Fields to the Action Lists output in NXT
Blackbaud's webinar on Actions touts using Action Types combined with Action Attributes/Custom Fields, but NXT doesn't output Custom Fields. Please, please, please make that available soon.0 Reviewed: Voting Open
-
Move Appeals to the Actions & Notes Tile
I would love to see Appeals included in the Actions & Notes Tile. Functioning in much the same way, where you can see all three types mixed together, or select which of them to see. I get that Appeals on a Constituent Record aren't Records in ...1 Reviewed: Voting Open
-
Custom Fields on Initial Action Screen
We can now access Custom Fields on Actions, but they are only accessible once the action has been saved and re-opened. I have some employees who will start to enter Custom Fields on Actions, and it would be helpful if they were accessible from the...0 Reviewed: Voting Open
-
Action or notes tied to constituents are synonyms
When a gift officer adds action to one spouses record, would like that same note added to the other spouses record simultaneously or synonyms. This way double entry of notes and or actions do not have to take place.0 Reviewed: Voting Open
-
Security: Manage Users Ability To See Other Actions on Analyze Tab
Please create a way (similar to the "change fundraiser" drop-down in workplace) that allows us to limit the view of other team member actions. Right now our users either see the actions tab and can see all of our users or actions or we have to rem...0 Reviewed: Voting Open
-
Show full description when approving invoices
In Expense Management, the line item descriptions are not cut off and grayed out to where I cannot read the full description to the item and have to guess or email the employee what is being requested. I would like to be able to scroll and read th...0 Reviewed: Voting Open
-
Allow invoices to be customized and e-mailed from Financial Edge NXT
Allow invoices to be customized for such things as allowing free form text which would allow adding contact and bank information for clients to use. Eliminating some of the default invoice fields such as Ship to, Customer PO etc. Allow invoices to...0 Reviewed: Voting Open
-
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.1 Reviewed: Voting Open
-
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.2 Reviewed: Voting Open