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Designate fundraiser type in Workflow Designer
Our prospects often have multiple 'fundraisers' assigned at different levels for various lengths of time, but only ever have one Gift Officer. It would be great to be able to distinguish between solicitor types when creating workflows. I could als...5 Reviewed: Voting Open
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Return Advocacy as an Action Category in NXT
Employing advocacy as an action category allows the user to track such efforts across categories - i.e., advocacy with the action type of cultivate, steward, etc. AND gives me an easy way to pull advocacy detail reports like we used to be able to ...0
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Allow all action fields when adding an action with a workflow
Currently actions added via a worflow do not have a Status, despite that fact that Status is a required field in our database. It seems pretty obvious that Status should be an option when adding an action with a workflow or perhaps we could set an...2 Reviewed: Voting Open
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Provide option to edit custom fields in actions as well as see custom fields in list view
This attribute provide much more detail that we can query on identify trends/analytics around this detail. Relationship managers cannot see this critical information currently.7
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Ability to close out actions that are not complete, but inactive or cancelled
We have some actions that will not be completed and that we consider inactive or cancelled. We created statuses to indicate this, but they continue to show as open or past due because they haven't been marked as completed. We do not want to show a...0
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EAP - Marketing Email - Emails added as an Action
Hey team, I'm on the EAP for the new NXT Marketing Email functionality. So far the interface is great and the functionality all seems to be working fine. One thing I have noticed is that sent emails aren't linked to the constituent records. If se...11
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Email Action to Someone
As one staff person creates a new action in NXT, it would be great to simply email it to someone else as a notification. I know you would be able to tag someone else, but it might still slip through the cracks, if a staff member is not using their...3 Reviewed: Voting Open
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Ability to export the Notes when pulling an Action list
It's not currently possible to export the Action Notes themselves directly from NXT, but it can be viewed in the NXT report. It would be helpful to be able to export this information.2
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Add notifications to fundraisers that an assigned constituent has registered for an event
They would like a notification that an assigned constituent has registered for an upcoming event. Then a text message is sent to the solicitor/fundraiser when the constituent checks in at the event.0 Reviewed: Voting Open
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Should be a way to recover deleted emails.
I was working on a draft email in OLX and accidentally deleted it. Very surprising that there's no way to recover a deleted email.0