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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.
Created 12 Mar 23:13 by Catherine Sumner
Actions
0
54
Vote
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.
Created 25 Aug 18:49 by Jon Garrow
Actions
1
Reviewed: Voting Open
25
Vote
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.
Created 06 May 14:11 by Sophia Frome
Actions
4
Reviewed: Need Further Info
22
Vote
For Actions, Add Social Media as a Category
Add Social Media to the categories of Meeting, Email, Phone, etc. Social media is clearly a significant way for gift officers to interact with donors.
Created 15 Oct 14:34 by John Roleke
Actions
1
25
Vote
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.
Created 10 Apr 20:26 by Jill Gerig
Actions
2
35
Vote
Automatically display author of notes and actions
It would be helpful to filter and see who has made the latest communications or notes on a donor's record. Automatically assigning the author (as databaseview currently does) and then displaying this information in NXT will assist both fundraisers...
Created 12 Jun 14:46 by Marilyn Garvey
Actions
2
6
Vote
creating a Blackbaud for IOS/Android add-in to create Actions from text messages.
Our fundraisers communicate directly with donors and prospects using text messaging on their personal cell phones. It would be amazing if they could create an Action in Raiser's Edge/NXT directly from their text message (similar to how the Blackba...
Created 12 Jun 12:21 by Guest
Actions
0
39
Vote
Ability to "tag" multiple constituent records when creating action records
We would like to see the ability to "tag" multiple constituent records when creating action records. For example, if a fundraiser has a meeting with multiple donors, the fundraiser must enter an action record multiple times (once for each of the d...
Created 15 Jun 15:01 by Guest
Actions
2
37
Vote
Be able to access and open a letter written in database view (when saved as an action) in NXT
Currently when a letter is written in database view (from the "write a letter tab", it can be saved as an action and easily accessible in the actions tab in database view. However, in NXT the action appears but there is no way to access the letter...
Created 13 Oct 20:46 by Guest
Actions
2
39
Vote
When adding Actions on NXT, the default setting is 'Future' instead of 'Past'. Could it be changed?
We mostly add past actions to the database that are normally completed, so we would like to ask to set 'Past' as default instead of 'Future'.
Created 02 May 17:32 by Guest
Actions
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