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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
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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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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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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
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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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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 link actions with ability to edit once
I have team members that have requested the ability to link the actions. We are able to add actions to multiple records in NXT, but if there is a need to edit/update the actions(s). The edit has to occur multiple times. Sometimes the edit is vital...0
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Include merge fields in workflow ACTION
It would be helpful to add more nuanced information to a workflow action so that a fundraiser did not have to go into the full constituent record to find the information they need to do the action, and make the workflow more broadly applicable. Fo...0