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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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In AP, make the word DELETE in red. Presently it looks like an unpaid invoice.
No description provided0
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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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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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Action Reminders on Raiser's Edge Web View
I am the database manager for my company and I often would like to set phone call actions for colleagues that only work out of Raiser's Edge web view. It would be helpful to have action reminders show on the web view homepage like they do in the d...1
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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