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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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Add options to create lists for Thumbs up or down buttons
It would be awesome to be able to add a list or have some way to track when we add actions or look that the effectiveness of a particular mailing etc.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
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Add support for Excel List Import
If you have a list of constituents, actions, or gifts entered into excel, there should be a way to import them en masse, rather than entering them one by one. This would require a few things: standardized column names, constituent ids rather than ...0
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Filters for Action Lists accessed from the Notes and Actions Tile should be Persistent
When clicking on the number of actions from the Notes and Actions tile in a constituent's record and getting a list of that constituent's actions, any filters set there should be persistent or have the option of being made persistent/saved. This c...0
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Contacts In Alphabetical Order
We would like to request that when entering an action in a corporate record that the associated contacts come up in some type of alphabetical order. When dealing with companies with numerous contacts it's very hard to find the one you're looking f...0
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Ability to limit notes and actions a fundraiser can see in NXT, helping keep confidential notes private
If we have volunteers in our system we would prefer they can't look up the board of trustees and see all the confidential interactions between the development department, head of school, and the constituent. We use actions so they can complete tas...1
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RE NXT Outlook plugin - stop auto assigning last Assigned Fundraiser
By default the RE NXT Outlook plug in automatically remembers the last Assigned Fundraiser you used when adding an Action. This means the next time you go to use it for another email to a different constituent it retains the Assigned Fundraiser us...0