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allow for multiple selections in filter for notes and actions tile
It would be helpful for fundraisers to view only the actions specific to fundraiser activity in the notes and actions tile. This could be accomplished by allowing the user to select more than one "type" from the drop down filter menu.0
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Download Action Calendar Appointments in bulk
When creatin a new action in NXT, you have the option of downloading it as an appointment file. This is a very useful feature for many organisations. However you can only do this one action at a time. You will need to go into each action you indiv...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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Enable Attached Word Document Name field to be used in Query and Export
We have used the field as a text field to provide next steps on the action. The field is available when Task/Other Category is selected and is the only field on the Action General tab that can accept text. There's history in the field. I understan...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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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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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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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