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Add Summary when using RE NXT Outlook add-in
It would be very helpful if you could add an action summary when saving an email as an action using the RE NXT Outlook add-in. At present, you have to save the email using the add-in, then go into the constituent's record and manually add the summ...1
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checkbox for report title to print in footer
It would be very helpful if there was a feature where you could check off to print the report name in the footer of the page. This is a feature in excel to indicate the name of the spreadsheet used. I update the title and subtitle continuously but...0
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We need a way for canvassers to be auto-populated when adding actions using Outlook Integration.
All of our email actions added to NXT via the Outlook Integration feature have been added without canvassers. We need a way for canvassers to be populated when adding actions using Outlook so that we don't have to go in an manually add them afterw...0
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Bank feed need a user import option
Bank feeds are ridiculous, we can't get most of them to work. Another option needs to be created.0
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Add 'click here for more actions' on 4th page of Action list
Add 'click here for more actions' on 4th page of Action list0
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One of filter for actions
There are a lot of different uses for actions on a constituent record. It would be helpful if while on a constituent record you could filter by multiple action types at a time so you can see everything that relates to a topic on the action tile. F...0
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In the action area, it would be great if Save and Cancel weren’t right beside each other.
In the action area, it would be great if Save and Cancel weren’t right beside each other. I have hit cancel a few times when I meant to hit save.0
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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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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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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