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In Analyze Actions, show the number of discreet constituents that have actions
I love Analyze for Actions, but I need to see how many discreet constituents the actions represent. I use Analyze to prep monthly portfolio meetings with gift officers, and we like to report total # of Actions, but also how many constituents were ...0
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Search a Batch by Posted Amount
We currently need to match deposits with Batches entered in the system. Query only offers option to search a batch by number and description. It will be very helpful if we were able to find a batch by amount just because an incorrect description m...0
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Eliminate theAction Edited alert and need for mouse click after changing an action
any time I complete or edit an action in NXT, a blue "Action Edited" box campe up on the right side of my computer screen and did not disappear unless I clicked on it or refreshed the screen. This is annoying, slows down work in NXT and distractin...0
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Link email using informal salutations
Currently, when trying to add Actions to RE NXT via Blackbaud for Outlook, the system does not recognize a constituent if you have used an informal salutation. It only recognizes the full legal name that appears on the record. I think it would be ...0
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Action start and end time default time always AM
I find it frustrating that when I am adding actions like entering a recent phone call, when I put a time in, it defaults to AM, even if I am entering the action in the afternoon. What I find more annoying is when I do enter the PM into the start t...0
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Action Dates for Past Actions Require You to Add the Date Twice
When entering a past action, you choose the action date. But at the bottom of the screen you have to re-enter the date to confirm that the day you chose for the action is the day that it was completed. Seems unnecessary – if you are entering it af...2
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Limit action type entry by security group
We have a lot of different action types, but generally certain groups of staff members only use a handful of actions. For example, our gift officers only use a handful of action types. It would be great if we could limit what type of actions they ...1
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Add funtionality to make a task recurrent.
When adding an action for a task, add functionality so users can make the task recurrent on a daily, weekly, monthly, quarterly, or annual basis. This would allow fundraisers to set tasks for regular ongoing contact with assigned constituents.0
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Change start of week in calendar picker from Sunday to Monday
I understand you can't change the start of the week date in the calendar picker. It's hard coded as Sunday but it would make more sense (to me anyway) for it to start the week on Monday - or at least to have the option.0
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Usernames should be synchronized in Actions NXT and RE
All NXT users would benefit0