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It would be great to have "Actions" and "Notes" easily populate two records (i.e two members of a couple)
I have most of my "Actions" and "Notes" in one member of a couple (i.e. the wife), and would hope there can be an easy way to get that information into the other member of the couple's (the husband's) record. Currently, all actions and notes must ...1
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A report on fundraisers with a list of their assigned constitients and their actions
I'd liek to pull a report to discuss with a fundraiser showing all of their assigned constituents and listing actions for that constituent.0
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Please add a feature to print or emaill gift and constitutent lists in RENXT. This is very important.
No description provided0
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Create default check printer in FE NXT and cloud and database versions
Prevent checks and or NXT reports from printing on the wrong printer. Save on check voids renumbering issues etc0
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Please add spellcheck to the subject line of actions!
Spellcheck works on the body of the note, but not on the subject line. Please fix this!0
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see attachment paper clip icon in action list
when you have more than 20 actions for a constituent you have to click on the blue title saying e.g. 38 actions which takes you to list. however you cannot see visually which of those actions have attachments, you have to click on each one and ope...0
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Tracking of who opened and who closed Actions
We'd like to be able to track actions on a more detailed scale. Like who is opening the actions, assigning the actions, and who closes the actions.0
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Connect Donation forms to Solicitors/Constituents
It would be helpful if I can track how much a solicitors is making when they have their own donation forms on our website. Reason being is I currently have 50+ solicitors each raising $10,000+ and each have a donation form. Currently there is no w...0
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Change the date of an action without having to use the edit menu
Eliminate the steps required when you open an action in the right margin allow the function to change the action date without having to choose menu/edit action0
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When I update/edit an action in the menu bar on the right side of the screen the list of actions does not update until I manually refresh the page. Would like to see it update when the change is saved.
No description provided