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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
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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
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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
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Integrating Email Notifications in Fixed Asset Management Action Filed
I’d like to suggest integrating the “assigned to” field in the Action section of the fixed asset card with the “assigned to” email. Currently, individuals must access the specific asset card to see the actions they need to perform, which undermine...Reviewed: Voting Open
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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
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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
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please include the text/body of an email into the action
Currently when you click on a donor's email address it asks if you want to create an action. If you say yes, an action is created showing an outbound email was sent, but the body and text of the email content is not included in that action, which ...Reviewed: Voting Open
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Add a way to sell items
It would be great to have a way to sell items/merchandise and not just be limited to soliciting donations or having events.Reviewed: Voting Open
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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
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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