-
Default solicitor on actions to user adding the action
In most use cases, the user adding the action through webview is the person who did the action. The action should default to that user as solicitor instead of making the user click to add themselves.Reviewed: Voting Open
-
In AP, make the word DELETE in red. Presently it looks like an unpaid invoice.
No description providedReviewed: Voting Open
-
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...Reviewed: Voting Open
-
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!Reviewed: Voting Open
-
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...Reviewed: Voting Open
-
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 ...Reviewed: Voting Open
-
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.Reviewed: Voting Open
-
Notify solicitors of completed action
Prospect/donor research requests are managed within RE NXT actions and marked as a pending action. 1. it would be useful to have a field for a deadline date to prioritize these requests and help the development officers sketch out donor plans sinc...Reviewed: Voting Open
-
Pop up Solicit Code when adding action
This way, if we add an action for a Phone Call or a Mailing, the solicit code will pop right up and say "hey, this donor doesn't want that, probably shouldn't add it".Reviewed: Voting Open
-
Action Lists Updates
This idea has a few requests to make action reporting better. Allow lists to be emailed to fundraisers just like the analysis reports When exporting to Excel, include the summary and notes section In the list view, allow us to see the summary an...Reviewed: Voting Open