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Automatically Add Action or Sent Appeal to Record from Email Marketing Solicitation
When sending an Email Marketing Campaign, allow the system the choice to automatically add either an Action or add an Assigned Appeal to the group of constituents who were sent the email marketing campaign.4
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Copy actions across constituent types
The new copy actions feature will only search for constituency type of individual when seeking additional records to copy to. Needs to function for all constituency types, especially corporations.0
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Flag on actions created via Workflows
It would be nice to see the actions created through a workflow tagged in some way that indicates that is how they were created. It would differentiate them from other actions.1
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Sharing a Proposal/Opportunity and/or Action between separate Spouse/Partner record.
in the past, the only way to have an Action be in both records, if spouse/partner had a separate but connected record, was to copy the data on the initial one and paste it into an Action on the other record. It would be so helpful if functionality...3
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Allow workflow to link actions to Opportunities
Have the action that is applied be linked to an opportunity (based on whatever parameters the applied List pulls). Or auto apply to the open Opportunity in the record0
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Workflow Select Criteria Gift Amount Between
Please add a gift amount drop down option for between. Then you can choose a donation range rather than only allowing great than, less than or equal to. We like to add a thank you call action using a workflow but are limited by the gift amount res...0
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New Action Type: Text Message
The use of texting to engage with donors has become increasingly popular at our institution. Our gift officers and their supervisor would love to see "Text Message" as an action type.2
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Actions: In Web View, filter and show a specific relationship
We would like to have the ability to show all the actions of people that are related to a specific person or relationship type.0
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Edit action to link to Opportunity
In NXT an action can be linked to an opportunity when you create it from the opportunity, but there's no way to go back an link an action to a opportunity after it was entered. This is a useful capability in 7.94.1 Reviewed: Voting Open
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Exclude soft credit gifts in workflow
I would like to exclude soft credits from the process in workflow. I don't need an action for both spouses if one makes a gift. It just makes extra work to go in and clean up those actions.4 Reviewed: Need Further Info